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Sarah Lynn Zimmerman

Kane Company Wealth Management, Inc.

Johnston, IA

CRD 7058550

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Employer firm

Kane Company Wealth Management, Inc. CRD 115756

$285M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Kane Company Wealth Management, Inc.

8831 Thomas Avenue Suite 200, Johnston, IA 50131-8005 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-02-28
  • IA RA
    APPROVED
    Since 2019-02-28

Branch Locations

8831 Thomas Avenue Suite 200, Johnston, IA 50131-8005 • 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
Kane Company, P.C. Johnston IA 09/2001 Present
  • 09/2001 → Present
    Kane Company, P.C.
    Johnston, IA
Designations
  • Personal Financial Specialist
Other Names
  • Sarah Lynn Fisher

View on SEC IAPD

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Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · JOHNSTON, IA
EDWARD JONES · Johnston, IA
INTEGRITY ALLIANCE, LLC. · Johnston, IA

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