Unclaimed Profile

Lucy Zimmerman

WISEMAN WEALTH, LLC·MIDDLEBURG, Virginia

SIE, Series 7, Series 66CFPClean record11 years registeredWISEMAN WEALTH, LLC

115 THE PLAINS ROAD, MIDDLEBURG, VA 20117CRD# 5900302Firm CRD# 169677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucy Zimmerman · MIDDLEBURG, VA

Registration

CRD #5900302 · WISEMAN WEALTH, LLC · 11 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Dec 2025 – present

BUTTONWOOD WEALTH

Jan 2025 – present

WISEMAN & ASSOCIATES WEALTH MANAGEMENT

May 2016 – Jan 2025

MIDDLEBURG, VA

LPL FINANCIAL LLC

May 2015 – May 2016

MIDDLEBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 28, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WISEMAN WEALTH, LLC

CRD 169677 · SEC 801-107441

AUM

$49M

Regulatory assets under management

Employees

119 client accounts

Services offered by WISEMAN WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WISEMAN WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Lucy Zimmerman offer?

Lucy Zimmerman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIDDLEBURG, Virginia for a consultation.

What are Lucy Zimmerman's credentials?

Lucy Zimmerman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lucy Zimmerman located?

Lucy Zimmerman is based in MIDDLEBURG, Virginia, working with WISEMAN WEALTH, LLC. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.

How does Lucy Zimmerman charge for services?

Lucy Zimmerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WISEMAN WEALTH, LLC?

WISEMAN WEALTH, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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