TZ
Troy G. Zimmerman
MISSIONAL ADVISOR GROUP
Mount Pleasant, SC
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CRD#: 4918127
TZ
Professional summary
Troy Garrett Zimmerman is a registered financial advisor currently at MISSIONAL ADVISOR GROUP located in Mount Pleasant, South Carolina.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Troy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. 01/08/2013 - JVZ Greystones - Real Estate Rental - Investment Related - St Charles & Naperville 2. 03/17/2015 - Propel Investment Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2015 - 160 Hours Per Month/ 6 Hours During Trading 3. 2/14/2017 - Knock Knock Properties LLC - Investment Related - 1003 Albert Ave, Sycamore IL, DeKalb IL & Summerville SC - Real Estate Rental - Started 04/01/2016 - 5 Hours Per Month/3 Hours During Securities Trading. 4. 9/18/2018 - Zimmerman Holdings LLC - Investment Related - 1462 Gunnison St, Mount Pleasant SC 29466 - Real Estate Rental - Start Date: 10/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - LLC for real estate owned by Troy Zimmerman and Cheryl Zimmerman (spouse). 5. 09/26/2019 - Pinity - Other - Mobile App - Owner/ Creator - Not Investment Related - Home Based - Start Date 05/01/2019 - 4 Hours Per Month/ 0 Hours During Trading 6. 01/08/2024 - Missional Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 160 Hours Per Month/ 7 Hours During Trading 7. 01/09/2024 - Missional Advisor Group LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 120 Hours Per Month/ 6 Hours During Trading 8. 01/09/2024 - Missional Advisor Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 120 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Missional Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 1/2042. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 04/10/2024 - Troy Zimmerman is a General Partner at Missional Capital Group LLC - Registered Investment Advisor ; Investment Related ; At Reported Business Location(s) ; Start Date 01/04/2024 ; 15 Hours Per Month during trading / 35 Hours During outside Trading ; Asset Management, Deal Flow, Initial Underwriting ; Syndicating multi-family and retail real estate investments for investors ; Percentage of total yearly compensation is 0 ; Contact person at the organization: Troy Zimmerman ; Website address for the organization: http://missional.group. 10. 01/08/2025- Summerfield Fund LLC-General Partner- Investment Related- 101 Summerfield Pl Florence Alabama 35630 - Start date 2024/12/01- 5 Hours Per Month/ 5 Hours Outside Trading - The Summerfield Fund LLC is a syndicated real estate company. The LLC owns a 71 unit apartment community in Florence AL. Missional Capital Group / Missional Capital Management Corp is the sponsor and manager of the Summerfield Fund LLC.- Syndication Sponsor, Asset manager- Percentage of total yearly compensation expected to be derived from the business: 1 - Website address for the organization: missional.group. 11. 01/08/2025 - Timbers Fund LLC- General Partner - Investment Related- 102 Timbers Place Florence Alabama 35630 - Start date 2024/06/28 - 5 Hours Per Month/ 5 Hours Outside Trading - The Timbers Fund is a syndicated real estate deal. It is a 55 unit apartment complex in Florence AL. Missional Capital Group / Missional Capital Management Corp are the managers of the Timbers Fund- Duties: Asset Manager / Syndication Sponsor - Percentage of total yearly compensation expected to be derived from the business: 1- Website address for the organization: missional.group .
CRS (Client Relationship Summary) - RIA
Click below to view Troy Garrett 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®
NoneExperience
Current
December 22, 2023 - Present
MISSIONAL ADVISOR GROUP
RIA
CRD#: 328104
Mount Pleasant, SC
Past
June 21, 2007 - April 10, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
MOUNT PLEASANT, SC
Past
June 21, 2007 - April 10, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
MOUNT PLEASANT, SC
Past
June 9, 2005 - June 25, 2007
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
GENEVA, IL
Past
April 14, 2005 - June 25, 2007
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
GENEVA, IL
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
Illinois(3/5/2024)
IAR
South Carolina(12/22/2023)
IAR
Texas(4/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MISSIONAL ADVISOR GROUP
MISSIONAL ADVISOR GROUP | MISSIONAL ADVISOR GROUP LLC
CRD#: 328104 / SEC#:
Illinois
Registered Investment Advisory firm - (3/5/2024 Approved)South Carolina
Registered Investment Advisory firm - (12/21/2023 Approved)Texas
Registered Investment Advisory firm - (4/12/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mount Pleasant, SC
Mailing Address
Phone number
(630) 248-3575
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 254 |
| AUM (Assets Under Management) | $ 42,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
