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Paul Gregory Zimmer

ALLIANT RETIREMENT SERVICES·NEWPORT, California
ALLIANT RETIREMENT SERVICES
1301 DOVE STREET, NEWPORT, CA 92660CRD# 6216168Firm CRD# 167970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Gregory Zimmer · NEWPORT, CA
Registration
CRD #6216168 · ALLIANT RETIREMENT SERVICES
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Paul Gregory Zimmer is a registered financial advisor based in NEWPORT, California, affiliated with ALLIANT RETIREMENT SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ALLIANT RETIREMENT SERVICES, LLC
ALLIANT RETIREMENT CONSULTING
AUM
$3.6B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ALLIANT RETIREMENT SERVICES, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 6216168
Firm CRD# 167970
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Gregory Zimmer offer?
Paul Gregory Zimmer is a registered financial advisor in NEWPORT, California. Contact their office for details on services offered.
What are Paul Gregory Zimmer's credentials?
Paul Gregory Zimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Gregory Zimmer located?
Paul Gregory Zimmer is based in NEWPORT, California, working with ALLIANT RETIREMENT SERVICES. Their office serves clients in the NEWPORT metropolitan area and surrounding communities.
How does Paul Gregory Zimmer charge for services?
Paul Gregory Zimmer's firm is compensated through percentage of aum, subscription fees, other: asset-based fees on pension plans under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANT RETIREMENT SERVICES?
ALLIANT RETIREMENT SERVICES has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLIANT RETIREMENT SERVICES

John Arthur Cunningham
ALPHARETTA, GA
Wendy Michelle Conner
ALPHARETTA, GA
James Alan Ian Laschinger
ALPHARETTA, GA
Ralph Stephen Hurst
NEWPORT, CA
Thomas William Corbett
NEWPORT, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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