Charles Zimmerman
Charles Zimmerman is a CFP, PFS-designated registered investment advisor at Strategic Asset Management, LLC, based in Park City, KS, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 221 clients with $36M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Park City, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is involved with Prizim Inc, a family-held corporation that owns and leases computer hardware to his former CPA firm. He provides minimal computer assistance on an as-needed basis.
Employment History
Current Registrations
Strategic Asset Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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