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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-1991
- Office Locations
- 1
Office Locations
About Linda Zimmermann Financial Planning AND Counseling
Linda Zimmermann Financial Planning AND Counseling is a Greenfield-based RIA. The firm has been operating for 35 years. Managing $83.0M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 105 clients, or 105 clients per representative. That equates to $790.9K in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LINDA MARGARET ZIMMERMANN
Financial Advisor, FINANCIAL PLANNER, General Partner
- CRD
- #4581090
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,046,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,046,248 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Linda Zimmermann Financial Planning AND Counseling has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.