Lucy Zimmerman

Current Employers

Employment History

• 01/2015 → Present
  Lpl Financial, Llc
  Middleburg, VA
• 12/2014 → 01/2025
  Wiseman Wealth, Llc (Dba:WIseman & Associates Wealth Management)
  Middleburg, VA

Previous Registrations

• 2016-05-10 → 2025-01-16
  Wiseman & Associates Wealth Management
  Middleburg, VA
  Winchester, VA

Other Businesses

1- 3/17/2016: Wiseman Wealth, LLC - DBA: Wiseman & Associates Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/21/2014 - 40 Hours Per Month During Securities Trading - Licensed admin. 2- 11/28/2016: Wiseman & Associates Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/21/2014 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Wiseman Wealth, LLC, an independent investment advisor firm. I started this business activity in December 2014. I expect to spend approximately 40 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. 3- 3/8/2018 - Wiseman and Associates Financial Services, LTD - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/20/14 - 120 Hours Per Month During Securities Trading. 4- 11/18/2025 - Buttonwood Wealth - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/16/2025 - 40 hours per month/ during trading - I provide investment advisory services through Buttonwood Wealth, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 40 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.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-26

Designations

Other Names

• Lucy Thompson
• Lucy Thompson