Sharon Zimmerman
Sharon Zimmerman is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Santa Rosa, CA, with 23 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1049 4th St Ste I, Santa Rosa, CA, 95404
Get directionsHistory
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
Sharon may earn commissions from sales of non-variable life, health, annuity, and/or disability income insurance products from unaffiliated insurance companies. She also co-owns multiple rental properties, dedicating minimal time to property management and maintenance.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Wealth Management Company
State Registrations15 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.