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William Franklin Zimmerman

LIFEPRO ASSET MANAGEMENT, LLC·SAN DIEGO, California
SIE, Series 6, Series 63Clean recordLIFEPRO ASSET MANAGEMENT, LLC
11512 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 2832367Firm CRD# 285252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Franklin Zimmerman · SAN DIEGO, CA
Registration
CRD #2832367 · LIFEPRO ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LIFEPRO ASSET MANAGEMENT, LLC
CRD 285252 · SEC 801-118422
AUM
$311M
Regulatory assets under management
Employees
42
1,105 client accounts
Services offered by LIFEPRO ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFEPRO ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does William Franklin Zimmerman offer?
William Franklin Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are William Franklin Zimmerman's credentials?
William Franklin Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Franklin Zimmerman located?
William Franklin Zimmerman is based in SAN DIEGO, California, working with LIFEPRO ASSET MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does William Franklin Zimmerman charge for services?
William Franklin Zimmerman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFEPRO ASSET MANAGEMENT, LLC?
LIFEPRO ASSET MANAGEMENT, LLC has approximately 42 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFEPRO ASSET MANAGEMENT, LLC

Robert Andrew Reaburn
SAN DIEGO, CA
Heather Nicole Ulz
SAN DIEGO, CA
Scott N Raider
SAN DIEGO, CA

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Research
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