Keeyan Zimmerman
Keeyan Zimmerman is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Bloomsburg, PA, with 5 years of industry experience. Keeyan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B 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 | 2.00% |
Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.
Fee Estimator
Location
1033 Alliance Park Dr Suite 101, Bloomsburg, PA, 17815
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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
Keeyan operates under the name Appelman Financial as a client relationship manager in wealth management, dedicating full-time hours during securities trading. Keeyan also engages in insurance activities, including life, annuities, health, long-term care, and Medicare, dedicating about 10% of their time.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Trustmont Financial Group, INC.
State Registrations1 state
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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