AdvisorOS Directory
Claim Profile
Unclaimed Profile
KS

Kimberly Irene Swope

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC·NEW CUMBERLAND, Pennsylvania
SIE, Series 7, Series 28, Series 63, Series 66Clean record19 years registeredZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
502 BRIDGE STREET, NEW CUMBERLAND, PA 17070CRD# 5083615Firm CRD# 297516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Irene Swope · NEW CUMBERLAND, PA
Registration
CRD #5083615 · ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Dec 2024 – present
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Nov 2018 – Jan 2025
NEW CUMBERLAND, PA
PROFESSIONAL FINANCIAL ADVISORS, INC.
Jun 2007 – Nov 2019
NEW CUMBERLAND, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 28
Series 63
Series 66
Registration record
First registered · June 22, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
CRD 297516 · SEC 801-113579
AUM
$409M
Regulatory assets under management
Employees
6
2,303 client accounts
Services offered by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC →
Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW CUMBERLAND?

Browse all registered financial advisors in NEW CUMBERLAND, Pennsylvania or claim this profile if it's yours.

Browse NEW CUMBERLAND AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Curt Heinz Zimmermann
NEW CUMBERLAND, PA

More Advisors in NEW CUMBERLAND, Pennsylvania

Matthew Philip Amos
PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, PA
Jeffrey Scott Nickum
PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, PA
David Lee Englehart
PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile