Keeyan Zimmerman
Keeyan Zimmerman is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 4 years of industry experience. Keeyan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B 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% |
Fee Estimator
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
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
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
State Registrations1 state
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