Robert Forrest Zimmer

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 04/2017
  New York Life Insurance Company
  Towson, MD
• 01/2007 → 04/2017
  Nylife Securities
  Baltimore, MD
• 07/2012 → 04/2017
  Eagle Strategies Llc
  Timonium, MD
• 01/2014 → 04/2017
  Camden Planning Group, Llc
  Timonium, MD
• 04/2017 → 03/2020
  Benjamin F. Edwards & Co.
  Baltimore, MD
• 03/2020 → Present
  Founders Financial Securities
  Towson, MD
• 03/2020 → Present
  Zimmer Financial Group, Llc
  Sykesville, MD

Previous Registrations

• 2017-04-21 → 2020-04-01
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  Timonium, MD
• 2012-07-24 → 2017-04-25
  Eagle Strategies Llc
  Timonium, MD

Other Businesses

1) Zimmer Financial Group, LLC; Investment-related; Westminster, MD; Start Date: 03/2020; Sole Member/Agent; 200 Hrs. per month; 160 Hrs. during trading; Sales and service of fixed and variable insurance business. 2) Forrest Collective, LLC,; Investment Related; Westminster, MD; Start Date: 01/2018; Sole Member/Business Ownership; 4 Hrs. per month; 0 hrs. during trading; venture capital, business interest and real estate investing 3) Taylorsville Property LLC,; Investment Related; Westminster, MD; Start Date: 07/01/2022; Residential Real Estate, Sole Member Owner; 1 Hr. per month; 0 Hrs. during trading; LLC owing/holding primary resident that is being built will own/hold primary residence that is being built. 4) 7BC of Maryland, LLC; Non-Investment Related; Westminster, MD; Start Date: 12/01/2023; Managing Member; 8 Hrs. per month; 4 Hrs. during trading; Managing Member of drive-thru coffee franchise. 5) Forrest Commercial Properties, LLC, Investment related, Westminster, MD, Commercial real estate property ownership, Sole Member, 1 hour/month, 0 Hours During Trading, Duties: Purchaser and manager of commercial real estate properties. 6) Forrest Residential Properties, LLC; Investment Related; Westminster, MD; Start Date: 1017/2025; Sole Member; 1 Hr. per month; 0 Hrs. during trading; Oversee 1 residential real estate rental property in Salisbury, MD

Exams

• S66 Uniform Combined State Law Examination
  2012-07-08
• S63 Uniform Securities Agent State Law Examination
  2007-04-02