Robert David Zimberg
CFP®Professional Summary
Robert David Zimberg, CFP® is a registered financial advisor currently at FINANCIAL MOUNTAIN INC located in Boulder, Colorado. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Business Services
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
Specializations
Biography
Robert Zimberg attended the University of Colorado at Boulder. He later received his Certified Financial Planner Designation in November of 1992. Mr. Zimberg also earned his Certified College Planning Specialist (CCPS) designation from the NICCP in 2009. Robert has been practicing Aikido for over 30 years and has been an instructor for over 15 years. More recently he has taken up the practice of Tai-Chi and Qi-Gong. In his free time, Robert enjoys skiing, golfing...
Other Aliases
There are no additional aliases reported.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
Current Firm
FINANCIAL MOUNTAIN INC
Contact Information
Main Address
1035 Pearl Street Suite 414, Boulder, CO 80302Mailing Address
Po Box E, Boulder, CO 80306-1236Phone Number
(303) 351-1517# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
449AUM (Assets Under Management)
$111,337,000Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
Primary Firm SEC Registration
FINANCIAL MOUNTAIN INC
State Registrations and Notice Filings
(1/14/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert David Zimberg's CRS (Customer Relationship Summary).
Services Offered by Robert
- Business Services
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
LPL FINANCIAL LLC
