Linda Zimmermann
Linda Zimmermann is a CFP-designated registered investment advisor at Linda Zimmermann Financial Planning and Counseling, based in Greenfield, IN, with 19 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 80 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Linda Zimmermann offers investment management services. She charges an hourly fee for investment selection and execution, billed annually or at the client's request. The hourly fee is $25 for the first hour and $75 for subsequent hours. She prefers no-load mutual funds and tries to avoid transaction fees.
Location
Greenfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda owns a 465-acre farm in west central Illinois. She spends about 10-20% of her time on the farm business, communicating with the farmer, paying bills, and visiting the farm.
Employment History
Current Registrations
Linda Zimmermann Financial Planning and Counseling
State Registrations1 state
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