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Donovan Zimmerman

32 Years of Experience
Scottsdale, AZ
BrokerSells Insurance

Donovan Zimmerman is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 32 years of industry experience. Donovan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

17905 N. 81st Way, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Donovan is the president of Benefit Partners Inc., a benefits broker, spending nearly full-time on sales and marketing of various insurance products. He also has ownership stakes in G & Z Capital LLC and Z & G Partners Inc., and serves as an Elder at Sunnyslope Mennonite Church.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
April 2006 - February 2025 · 18 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
December 1999 - February 2025 · 25 yrs 2 mos
Carillon Investments, INC.Broker
January 1994 - December 1999 · 5 yrs 11 mos
State Registrations14 states
ARAZCAFLINKSMIMNNENHPATXVAWA
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.