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Kimberly Irene Swope

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC·NEW CUMBERLAND, Pennsylvania
Unclaimed Profile
502 BRIDGE STREET, NEW CUMBERLAND, PA 17070CRD# 5083615Firm CRD# 297516
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About

Kimberly Irene Swope 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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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# 5083615
Firm CRD# 297516
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Irene Swope offer?
Kimberly Irene Swope specializes in Financial Planning, Investment Management. Contact their office in NEW CUMBERLAND, Pennsylvania for a consultation.
What are Kimberly Irene Swope's credentials?
Kimberly Irene Swope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Irene Swope located?
Kimberly Irene Swope 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 Kimberly Irene Swope charge for services?
Kimberly Irene Swope'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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Other advisors in NEW CUMBERLAND
Matthew Philip Amos — PROFESSIONAL FINANCIAL ADVISORS, INC.David Lee Englehart — PROFESSIONAL FINANCIAL ADVISORS, INC.Jeffrey Scott Nickum — PROFESSIONAL FINANCIAL ADVISORS, INC.Curt Heinz Zimmermann — ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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