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Daniel James Wood

Zimmerman Wealth Management, LLC

Evanston, IL

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Current Employers
Zimmerman Wealth Management, Llc

500 Davis Street Suite 1005, Evanston, IL 60201 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-03-28
  • IL RA
    APPROVED
    Since 2021-03-28

Branch Locations

500 Davis Street Suite 1005, Evanston, IL 60201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Insurance Chicago IL 01/2016 10/2018
State Farm Vp Management Corp. Chicago IL 02/2016 10/2018
Zimmerman Wealth Management, Llc Evanston IL 10/2018 Present
  • 01/2016 → 10/2018
    State Farm Insurance
    Chicago, IL
  • 02/2016 → 10/2018
    State Farm Vp Management Corp.
    Chicago, IL
  • 10/2018 → Present
    Zimmerman Wealth Management, Llc
    Evanston, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-20
  • S65 Uniform Investment Adviser Law Examination
    2019-12-20
Designations

View on SEC IAPD

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Other Offices

ROMANO WEALTH MANAGEMENT · EVANSTON, IL
LFL ADVISERS, LLC · EVANSTON, IL
EVANSTON CAPITAL MANAGEMENT, LLC · EVANSTON, IL
SILVER OAK SERVICES PARTNERS,LLC · EVANSTON, IL
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · EVANSTON, IL
SAVANT WEALTH MANAGEMENT · Evanston, IL
URBAN FINANCIAL ADVISORY CORPORATION · EVANSTON, IL
MAGNETAR ASSET MANAGEMENT LLC · EVANSTON, IL

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