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Thomas H Zimmerman

ZIMMERMAN WEALTH MANAGEMENT, LLC·EVANSTON, Illinois
Series 7, Series 63, Series 65Clean record28 years registeredZIMMERMAN 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 · 28 years registered
Brand Profile
Not yet started
01

Career History

ZIMMERMAN WEALTH MANAGEMENT, LLC
Jul 2003 – present
MESIROW FINANCIAL, INC.
Jan 1998 – Aug 2003
HIGHLAND PARK, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 3, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD 127526 · SEC 801-62210
AUM
$388M
Regulatory assets under management
Employees
7
206 client accounts
Services offered by ZIMMERMAN WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZIMMERMAN WEALTH MANAGEMENT, LLC →
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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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