Marshall Garrett

ZIMMERMAN WEALTH MANAGEMENT

Evanston, IL 60201

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CRD#: 7350982

Professional summary

Marshall Garrett, CFP®, who also goes by Marshall A Garrett, is a registered financial advisor currently at ZIMMERMAN WEALTH MANAGEMENT, LLC located in Evanston, Illinois.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Marshall has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Business Succession Planning

Investment Planning

Comprehensive Financial Planni...

Long-term Care

Insurance Planning

Estate Planning

Education Planning

Small Business Planning

Tax Planning

Retirement Planning

Elder Care

Debt Management

Budgeting

Retirement Income Management

Socially Responsible Investing

Divorce Planning

Inheritance

Social Security Planning

Life Transitions

Health Care

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Marshall A Garrett

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 Marshall Garrett'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^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 12, 2021 - Present

ZIMMERMAN WEALTH MANAGEMENT, LLC

Office #1: 500 Davis Street Suite 1005, Evanston, IL 60201

RIA

CRD#: 127526

Evanston, IL

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".

ZIMMERMAN WEALTH MANAGEMENT, LLC

HEFTER WEALTH MANAGEMENT, LLC | ZIMMERMAN WEALTH MANAGEMENT, LLC

CRD#: 127526 / SEC#: 801-62210

RIA

Registered Investment Advisory firm - (7/14/2003 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

Illinois
(3/12/2021)

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

State Security Law Exam

IAR

Series 65

Date: 12/21/2019

Uniform Investment Adviser Law Examination

Current Firm

ZIMMERMAN WEALTH MANAGEMENT, LLC

HEFTER WEALTH MANAGEMENT, LLC | ZIMMERMAN WEALTH MANAGEMENT, LLC

CRD#: 127526 / SEC#: 801-62210

RIA

Registered Investment Advisory firm - (7/14/2003 Approved)

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Contact information

Main Address

500 Davis Street Suite 1005, Evanston, IL 60201

Mailing Address

Phone number

(847) 556-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZIMMERMAN WEALTH MANAGEMENT PART 2A (3/18/2025)

ZIMMERMAN WEALTH MANAGEMENT, LLC 2025 FORM ADV2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 447,216,593

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.

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Marshall Garrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Garrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZIMMERMAN WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ZIMMERMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2019

Current Firm

ZIMMERMAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZIMMERMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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