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LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

CRD 122167

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$83.0M

Discretionary AUM

$83.0M

Team

1 total employees; 1 advisory reps; 25 broker-dealer reps

Clients

11-25

Fees

Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-27

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals59$19.6M
High net worth individuals21$63.4M

Official SEC filing: View on IAPD