Kevin Todd Zimmer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2008 → Present
  Lpl Financial, Llc
  Concord, CA

Previous Registrations

• 2003-02-03 → 2008-03-04
  Ifmg Securities, Inc.
  Larkspur, CA
  Mill Valley, CA
  Mill Valley, CA
  Sausalito, CA
  Ceres, CA
  Modesto, CA
  Turlock, CA
  Merced, CA
  Sonora, CA
  Oakdale, CA
  San Anselmo, CA
  Clearlake, CA
  Upper Lake, CA
  Benicia, CA
  Cloverdale, CA
  Fairfield, CA
  Guerneville, CA
  Healdsburg, CA
  Larkspur, CA
  Mill Valley, CA
  Mill Valley, CA
  Novato, CA
  Novato, CA
  Penn Valley, CA
  Petaluma, CA
  Petaluma, CA
  Rohnert, CA
  Sacramento, CA
  San Rafael, CA
  San Rafael, CA
  San Rafael, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Sausalito, CA
  Ukiah, CA
  Vacaville, CA
  Vallejo, CA
  Roseville, CA
  Martinez, CA
  Martinez, CA
  Napa, CA
  St. Helena, CA
  Yountville, CA
  American Canyon, CA
  Calistoga, CA
  Napa, CA
  Napa, CA
  Kelseyville, CA
  Ceres, CA
  Modesto, CA
  Turlock, CA
  Sacramento, CA
  Concord, CA
  Fresno, CA
  Fresno, CA
  Clovis, CA
  Fresno, CA
  Fresno, CA
  Sanger, CA
  Kingsburg, CA
  Madera, CA
  Selma, CA
  Kerman, CA
  Merced, CA
  Tulare, CA
  Visalia, CA
  Bakersfield, CA
  Lake Isa, CA
  Shafter, CA
  Taft, CA
  Sonora, CA
  Oakdale, CA
  Walnut Creek, CA
  Auburn, CA
  Grass Valley, CA
  Fresno, CA
  Pleasanton, CA
  Lafayette, CA
  Middletown, CA
  Easton, CA
  Firebaugh, CA
  Fairfield, CA
  Woodland, CA
  Santa Rosa, CA
  Sacramento, CA
  Woodland, CA
  Roseville, CA
  Grass Valley, CA
  Auburn, CA
  Sacramento, CA
  Penn Valley, CA
  Shafter, CA
  Pleasanton, CA
  Lakeport, CA
  Tulare, CA
  Lafayette, CA
  San Francisco, CA
  Livermore, CA
  Emeryville, CA
  Upper Lake, CA
  Clearlake, CA
  Petaluma, CA
  Ukiah, CA
  Kelseyville, CA
  Bakersfield, CA
  Lake Isa, CA
  Taft, CA
  Petaluma, CA
  Walnut Creek, CA
  Middletown, CA
  Novato, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Concord, CA
  Novato, CA

Other Businesses

1. 7/1/2010 - No Business Name - Investment Related - Martinez, CA - Real Estate Rental - Time Spent 1%. 2. 6/9/2016 - Zimmer Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/09/16 - 40 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-22

Other Names

• Kevin Todd Zimmer
• Kevin T Zimmer