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ChFC
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ChFC

William Zimmer

LPL Financial LLC
40 Years of Experience
Lincoln, NE
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Zimmer is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 40 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3230 S 13th Street, Lincoln, NE, 68502

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History

Regulatory History
Clean regulatory record

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.

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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
February 2020 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
May 2007 - February 2020 · 12 yrs 9 mos
Securities America, INC.Broker
January 2007 - February 2020 · 13 yrs 1 mo
MML Investors Services, INC.Broker
March 1986 - December 2006 · 20 yrs 9 mos
State Registrations10 states
AKAZCOFLGAILKSLANETX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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