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Thomas H Zimmerman

ZIMMERMAN WEALTH MANAGEMENT, LLC·EVANSTON, Illinois
Clean recordZIMMERMAN WEALTH MANAGEMENT, LLC
500 DAVIS STREET, EVANSTON, IL 60201CRD# 1198889Firm CRD# 127526

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas H Zimmerman · EVANSTON, IL
Registration
CRD #1198889 · ZIMMERMAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas H Zimmerman is a registered financial advisor based in EVANSTON, Illinois, affiliated with ZIMMERMAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ZIMMERMAN WEALTH MANAGEMENT, LLC
ZIMMERMAN WEALTH MANAGEMENT, LLC
AUM
$388M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ZIMMERMAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1198889
Firm CRD# 127526
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas H Zimmerman offer?
Thomas H Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSTON, Illinois for a consultation.
What are Thomas H Zimmerman's credentials?
Thomas H Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas H Zimmerman located?
Thomas H Zimmerman is based in EVANSTON, Illinois, working with ZIMMERMAN WEALTH MANAGEMENT, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Thomas H Zimmerman charge for services?
Thomas H 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 ZIMMERMAN WEALTH MANAGEMENT, LLC?
ZIMMERMAN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
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