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Michelle Elizabeth Zimmerman

LPFG, LLC·AVON, Ohio
Unclaimed Profile
36350 DETROIT RD., AVON, OH 44011CRD# 5672237Firm CRD# 312978
01

About

Michelle Elizabeth Zimmerman is a registered financial advisor based in AVON, Ohio, affiliated with LPFG, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LPFG, LLC
LANDING POINT FINANCIAL GROUP
AUM
$230M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at LPFG, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5672237
Firm CRD# 312978
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Elizabeth Zimmerman offer?
Michelle Elizabeth Zimmerman specializes in Financial Planning, Investment Management. Contact their office in AVON, Ohio for a consultation.
What are Michelle Elizabeth Zimmerman's credentials?
Michelle Elizabeth Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Elizabeth Zimmerman located?
Michelle Elizabeth Zimmerman is based in AVON, Ohio, working with LPFG, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Michelle Elizabeth Zimmerman charge for services?
Michelle Elizabeth 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 LPFG, LLC?
LPFG, LLC has approximately 18 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joey Lee Flinner — LPFG, LLCMatthew G O'bryon — LANDING POINT FINANCIAL GROUP, LLCDavid Allen Szafranski — HENSON-EDGEWATER MANAGEMENT, LLCDan Henson — HENSON-EDGEWATER MANAGEMENT, LLCDrew Henson — HENSON-EDGEWATER MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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