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Kelley Lynn Zimmerman

Burns Matteson Capital Management, LLC

Corning, NY

CRD 4891740

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Employer firm

Burns Matteson Capital Management, LLC CRD 118315

$400M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Burns Matteson Capital Management, Llc

42 E. Market St., Corning, NY 14830 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-26
  • NY RA
    APPROVED
    Since 2021-08-26

Branch Locations

42 E. Market St., Corning, NY 14830 • 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
Burns Matteson Capital Management Corning NY 06/2018 Present
Maternity Leave - Unemployed Round Hill VA 10/2012 06/2018
  • 06/2018 → Present
    Burns Matteson Capital Management
    Corning, NY
  • 10/2012 → 06/2018
    Maternity Leave - Unemployed
    Round Hill, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-06
  • S65 Uniform Investment Adviser Law Examination
    2019-05-06
Other Names
  • Kelley Lynn Schneider

View on SEC IAPD

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