AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LZ

Linda M. Zimmermann

LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
Greenfield, IN
Some features on this profile are disabled
CRD#: 4581090
LZ

Professional summary

Linda Margaret Zimmermann, CFP® is a registered financial advisor currently at LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING located in Greenfield, Indiana.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Linda has worked at 1 firm .

top-8-questions

Question & Answer

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.
I OWN A 465-ACRE FARM IN WEST CENTRAL ILLINOIS AND SPEND APPROXIMATELY 16 HOURS PER MONTH DEVOTED TO THE FARM BUSINESS DURING SECURITIES TRADING HOURS. THESE HOURS ARE SPENT COMMUNICATING WITH THE FARMER, PAYING BILLS, AND VISITING THE FARM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Margaret Zimmermann'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®

Certified Financial Planner

Start date: 1987

Experience

Current

February 27, 2007 - Present

LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

RIA
CRD#: 122167
Greenfield, IN

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
Indiana
(2/27/2007)

Exams

Current Firm

LZ
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
LINDA ZIMMERMAN FINANCIAL PLANNING AND COUNSELING | LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

CRD#: 122167 / SEC#:

Indiana
Registered Investment Advisory firm - (2/12/1991 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Greenfield, IN
Mailing Address
Phone number
(317) 462-2856
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 69,623,559

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

LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

CRD#: 122167Greenfield, IN

TRUST BUT VERIFY

Monitor Linda Zimmermann

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.