Geoffrey M. Zimmerman
INTEGRATED ADVISORS NETWORK LLC | Principal
WALNUT CREEK, CA 94597
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CRD#: 2440735
Professional summary
Geoffrey Mitchell Zimmerman, CFP® is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Walnut Creek, California.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Geoffrey has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.
Biography
My passion is serving a core group of clients on an ongoing basis with financial planning and investment management services.
I first entered the financial planning profession in 1994. Through the years, I've worked in large financial service companies in the banking, stock brokerage and insurance industries. This gave me the opportunity to gain broad industry knowledge, become familiar with processes and workflow, and serve a wide demographic group. More recently, I enjoyed success helping clients navigate a variety of choices while working in a medium-sized registered investment advisory firm and earned industry recognition for my expertise.
During my collective time in these venues, I've served in senior client-facing advisory roles, compliance and supervisory roles, served on investment and financial planning committees, and developed specialized knowledge in the area of equity compensation and executive benefits. I've enjoyed opportunities to author articles and to be a guest speaker on a wide variety of financial planning topics.
I am fortunate to have found a career where I can use my creative, analytical and people skills and to make a difference in my clients' lives. This is not just a job; it is my passion.
Question & Answer
What are your service offerings?
Life Transitions
Estate Planning
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Career Change
Investment Management
Estate Planning
Employee Benefits
Mutual Funds
Job Loss
Insurance
Retirement
Life Planning
Long-term Care
Sudden Wealth
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Mitchell Zimmerman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
December 17, 2018 - Present
INTEGRATED ADVISORS NETWORK LLC
Office #1: 2950 Buskirk Ave Suite 300, Walnut Creek, CA 94597RIA
CRD#: 171991
WALNUT CREEK, CA
Past
August 2, 2007 - October 19, 2018
MOSAIC FINANCIAL PARTNERS, INC.
RIA
CRD#: 105180
WALNUT CREEK, CA
Past
April 18, 2005 - April 4, 2007
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN FRANCISCO, CA
Past
April 18, 2005 - April 4, 2007
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
Past
July 8, 1997 - February 23, 2005
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
, CA
Past
March 28, 1996 - February 23, 2005
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
June 22, 1994 - August 30, 1995
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 22, 1994 - August 30, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
February 16, 1994 - March 15, 1994
REYNOLDS KENDRICK STRATTON, INC.
BD
CRD#: 10414
Past
January 20, 1994 - January 26, 1994
REYNOLDS KENDRICK STRATTON, INC.
BD
CRD#: 10414
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/17/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/18/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
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Contact information
Main Address
8117 Preston Rd Suite 300, Dallas, TX 75225
Mailing Address
P.o. Box 25523, Dallas, TX 75225
Phone number
(855) 729-4222
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 12,619 |
| AUM (Assets Under Management) | $ 4,585,500,174 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTEGRATED ADVISORS NETWORK LLC
PrincipalCRD#: 171991Walnut Creek, CA 94597TRUST BUT VERIFY
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