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RZ

Ronald G. Zimmerman

KENNETH FRENKE & CO
ATLANTA, GA 30339
Some features on this profile are disabled
CRD#: 2831422
RZ

Professional summary


Ronald Glenn Zimmerman, CFP® is a registered financial advisor currently at KENNETH FRENKE & CO located in Atlanta, Georgia.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ronald has worked at 1 firm and has passed the Series 7 exam.

top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Investment Planning
Estate Planning
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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ronald Glenn Zimmerman's CRS (Customer Relationship Summary).
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: 1996

Experience


Current

December 2, 1996 - Present

KENNETH FRENKE & CO

Office #1: 1870 The Exchange Suite 100, Atlanta, GA 30339
RIA
CRD#: 109352
ATLANTA, GA

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".
KF
KENNETH FRENKE & CO
FRENKE KENNETH & CO INC | KENNETH FRENKE & CO., INC. | KENNETH FRENKE & CO

CRD#: 109352 / SEC#: 801-56310

RIA
Registered Investment Advisory firm - (2/26/1999 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
Florida
(12/2/1996)
IAR
Georgia
(2/20/2003)
IAR
North Carolina
(2/20/2003)
IAR
Texas
(5/11/2022)

Exams


General Industry/Product Exam
RR
Series 7
Date: 11/18/1996
General Securities Representative Examination

Current Firm


KF
KENNETH FRENKE & CO
FRENKE KENNETH & CO INC | KENNETH FRENKE & CO., INC. | KENNETH FRENKE & CO

CRD#: 109352 / SEC#: 801-56310

RIA
Registered Investment Advisory firm - (2/26/1999 Approved)
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Contact information


Main Address
15 Loop Road Suite 105, Arden, NC 28704
Mailing Address
Phone number
(828) 654-9343
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KENNETH FRENKE BROCHURE (10/24/2025)

Regulatory assets under management


Total Number of Accounts711
AUM (Assets Under Management)$ 184,660,830

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KENNETH FRENKE & CO

CRD#: 109352Atlanta, GA 30339

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Contact information


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