Curt Zimmermann
Curt Zimmermann is a registered investment advisor at Merit Financial Advisors, based in Alpharetta, GA, with 39 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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
Curt works full-time as a wealth manager at Merit Financial Advisors. He is also a registered representative with Purshe Kaplan Sterling Investments, selling direct purchase mutual funds and variable annuities, dedicating about half of his time plus a few hours per week. Curt is also a partner in Around the Post Pickleball LLC, but his involvement is minimal and only for events.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Zimmermann Investment Management & Planning LLC
Professional Financial Advisors, INC.
Pfa Security Asset Management, INC.Broker
Cambridge Investment Research, INC.Broker
1717 Capital Management CompanyBroker
Escalator Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Robinson & Robinson, INC.Broker
State Registrations10 states
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.