Brian Zimmerman
Brian Zimmerman is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12636 High Bluff Drive, Suite 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (6)
Customer Dispute
September 2025Customer Dispute
July 2014Customer Dispute
November 2013Customer Dispute
October 2011Customer Dispute
May 2000Customer Dispute
January 2000Other Business ActivitiesSells Insurance
Brian uses Zimmerman Private Wealth Management as a DBA for marketing purposes and dedicates nearly full-time hours to it. He also sells various insurance products, spending a few hours per week on this activity, and is involved with LE Tip and Torah High School as a board member or officer, dedicating minimal time to each.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Andrew Garrett INC.Broker
Andrew Garrett, INC.Broker
Shamrock Partners, LTDBroker
State Registrations13 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.