LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING is an SEC-registered investment adviser (CRD 122167). Regulatory assets under management: $83.0M.

Registration

• CRD: 122167
• Type: Registered investment adviser
• Phone: 317-462-2856
• Latest filing: 2026-01-27
• Regulatory AUM: $83.0M
• Discretionary AUM: $83.0M
• Clients: 1
• Accounts: 139

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search