Sharon Zimmerly
Sharon Zimmerly is a registered investment advisor at LPL Financial LLC, based in Findlay, OH, with 15 years of industry experience. Sharon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
300 W Main Cross St, Findlay, OH, 45840
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2026Financial
June 2018Other Business Activities
Sharon operates Jackson Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She also serves as a Notary Public in Ohio, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
State Registrations2 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.
Exams
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