William Zimmer
William Zimmer is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3230 S 13th Street, Lincoln, NE, 68502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William operates Zimmer Financial Services as a DBA for his LPL business and owns John F. Zimmer Insurance Agency (DBA Zimmer Insurance Group). He also owns a farm, Zimmer Building Partners (real estate rental), and acts as trustee for the William T. Zimmer Trust, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, INC.Broker
State Registrations10 states
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