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Inactive

Sara Elisa Hostalet

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 2026-06-04
  • IL RA
    APPROVED
    Since 2026-06-04

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
Zimmerman Wealth Management, Llc Evanston IL 09/2021 Present
Faipointe Capital Llc Chicago IL 04/2011 05/2020
Ariel Investments, Llc Chicago IL 05/2020 04/2021
Unemployed Chicago IL 05/2021 08/2021
  • 09/2021 → Present
    Zimmerman Wealth Management, Llc
    Evanston, IL
  • 04/2011 → 05/2020
    Faipointe Capital Llc
    Chicago, IL
  • 05/2020 → 04/2021
    Ariel Investments, Llc
    Chicago, IL
  • 05/2021 → 08/2021
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26
Designations

View on SEC IAPD

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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
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