Kathi L. Zimmer
Professional summary
Kathi Lynn Zimmer, CFP®, who also goes by Kathi Lynn Gleason, Kathi Lynn Waddell, is a registered financial advisor currently at ZIMMER FINANCIAL PLANNING located in Bethel Park, Pennsylvania.
Kathi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kathi has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathi Lynn Zimmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2012 - Present
ZIMMER FINANCIAL PLANNING
Office #1: 529 Florence Dr, Bethel Park, PA 15102December 23, 2010 - April 30, 2012
WALDRON PRIVATE WEALTH
November 30, 2010 - May 10, 2012
LPL FINANCIAL LLC
November 30, 2010 - May 10, 2012
LPL FINANCIAL LLC
July 28, 2006 - December 9, 2010
GOLDMAN SACHS WEALTH SERVICES, L.P.
June 1, 2006 - December 9, 2010
MERCER ALLIED COMPANY, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2012)
(7/17/2012)
(1/15/2013)
Exams
Current Firm
ZIMMER FINANCIAL PLANNING
CRD#: 164654 / SEC#:
Contact information
Red Flags
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