Andrew J Zimmerman

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2020 → 06/2022
  Edward Jones
  St Louis, MO
• 08/2017 → 06/2020
  Western School Corporation
  Russiaville, IN
• 04/2017 → 06/2017
  Maven Electric Llc
  North Manchester, IN
• 07/2012 → 04/2017
  Manchester Community Schools
  North Manchester, IN
• 06/2022 → 04/2023
  Argi Investment Services, Llc
  Louisville, KY
• 01/2023 → Present
  Cerity Partners
  Indianapolis, IN

Previous Registrations

• 2022-06-20 → 2023-04-24
  Cerity Partners Ocio Llc
  Indianapolis, IN
  New York, NY
• 2020-08-31 → 2022-06-21
  Edward Jones
  Logansport, IN
  St Louis, MO
  Kokomo, IN
  Kokomo, IN

Exams

• S66 Uniform Combined State Law Examination
  2020-08-29

Other Names

• Andrew Zimmerman
• Aj Zimmerman