John Laurence Zimnik

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2017
  Charles Schwab
  St. Petersburg, FL
• 11/2017 → 01/2019
  Breiter Capital Management
  Bradenton, FL
• 07/2019 → 12/2019
  Amazon.cOm
  St. Peyrtdnuth, FL
• 12/2019 → 02/2020
  Express Parcel Service
  St. Petersburg, FL
• 02/2020 → 05/2020
  Mindlance Inc/Raymond Ja
  St. Petersburg, FL
• 05/2020 → 03/2021
  Tcs/Transamerica
  St. Petersburg, FL
• 03/2021 → 11/2021
  Tapfin/Ey
  Tampa, FL
• 01/2019 → 07/2019
  Zimnik Consulting
  St. Petersburg, FL
• 07/2019 → 03/2021
  Publix Supermarkets
  St. Petersburg, FL
• 01/2022 → 09/2023
  Transamerica Investors Securities Corporation
  St. Petersburg, FL
• 01/2022 → 09/2023
  Transamerica Life Insurance Company
  St. Petersburg, FL
• 06/2024 → Present
  Fisher Investments
  Tampa, FL
• 09/2023 → 06/2024
  Magellan Federal
  Tampa, FL

Previous Registrations

• 2022-01-12 → 2023-09-11
  Transamerica Retirement Advisors, Llc
  St. Petersburg, FL
• 2021-04-14 → 2021-12-02
  Ernst & Young Investment Advisers Llp
  Tampa, FL
  Gulfport, FL
• 2017-12-19 → 2019-01-02
  Integra Capital Advisors
  Bradenton, FL
• 2015-05-11 → 2017-10-10
  Charles Schwab & Co., Inc.
  St. Petersburg, FL
• 2013-07-17 → 2015-04-20
  Td Ameritrade, Inc.
  Tampa, FL
• 2013-08-06 → 2015-04-20
  Td Ameritrade Investment Management, Llc
  Tampa, FL
• 2011-03-03 → 2012-01-12
  Ameriprise Financial Services, Llc
  Seminole, FL
• 1997-10-07 → 2009-04-03
  Ameriprise Financial Services, Llc
  Seminole, FL
  Seminole, FL
  Minneapolis, MN
  Safety Harbor, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-03
• S65 Uniform Investment Adviser Law Examination
  2011-07-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John Lawrence Zimnik