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Curt Heinz Zimmermann

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC·NEW CUMBERLAND, Pennsylvania
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
502 BRIDGE STREET, NEW CUMBERLAND, PA 17070CRD# 1520383Firm CRD# 297516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curt Heinz Zimmermann · NEW CUMBERLAND, PA
Registration
CRD #1520383 · ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Curt Heinz Zimmermann is a registered financial advisor based in NEW CUMBERLAND, Pennsylvania, affiliated with ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING 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
Introduction

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03

Firm Overview

Firm
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
AUM
$409M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1520383
Firm CRD# 297516
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Curt Heinz Zimmermann offer?
Curt Heinz Zimmermann specializes in Financial Planning, Investment Management. Contact their office in NEW CUMBERLAND, Pennsylvania for a consultation.
What are Curt Heinz Zimmermann's credentials?
Curt Heinz Zimmermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curt Heinz Zimmermann located?
Curt Heinz Zimmermann is based in NEW CUMBERLAND, Pennsylvania, working with ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC. Their office serves clients in the NEW CUMBERLAND metropolitan area and surrounding communities.
How does Curt Heinz Zimmermann charge for services?
Curt Heinz Zimmermann'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 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC?
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has approximately 6 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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