BZ
BZ

Benjamin John Zimmer

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
38 advisors
Number of Clients
221 clients
Average Client Portfolio
$845K average
Assets Under Management
$186.8M

Fee Structure

Minimum Investment:$50K
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Location

115 Wild Basin Road, Suite 115, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Benjamin Zimmer is an Asset Management Strategist for Herbert J. Sims Capital Management, spending approximately 45% of his time on this business. The filing does not mention any other business activities.

Employment History
Current Registrations
Herbert J. Sims & CO, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Herbert J. Sims Capital Management, INC.
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2021 - April 2022 · 5 mos
Risk Paradigm Group, LLC
January 2021 - August 2021 · 7 mos
Risk Paradigm Group, LLC
June 2018 - December 2020 · 2 yrs 6 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.