Donovan Mahlon Zimmerman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/1999 → 02/2025
  Concourse Financial Group Securities Inc
  Scottsdale, AZ
• 12/2000 → Present
  (Dba) Benefit Partners Inc
  Scottsdale, AZ
• 04/2006 → 02/2025
  Concourse Financial Group Securities Inc
  Scottsdale, AZ
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Scottsdale, AZ
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-04-12 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Glendale, AZ
  Birmingham, AL

Other Businesses

(dba) BENEFIT PARTNERS INC; Investment Related; Scottsdale, AZ 85255; Benefits Broker; President; Start Date 12/2000; 120 hours per month with 6 of those hours occurring during trading hours; Sales and marketing of group benefits, individual life, annuity, long-term care, and disability insurance products. >> G & Z CAPITAL LLC; Investment Related; 204 S Conestoga View Dr, Akron, PA 17501; Capital Investment; 25% Owner; Start Date 01/2018; 5 hours per month with no hours occurring during trading hours; G & Z Capital provides funding for real estate development project - mostly to Z & G Partners projects. >> Z & G PARTNERS INC; Non-Investment Related; 204 S Conestoga View, Akron, PA 17501; Real Estate Development; Partner; Start Date 04/1997; 3 hours per month with no hours during trading hours; I maintain a 25% ownership in this venture. >> SUNNYSLOPE MENNONITE CHURCH; Non-Investment Related; 9835 N 7th Street, Phoenix, AZ 85020; Church (Non-Profit); Elder; Start Date 09/2009; 10 hours per month with 2 of those hours occurring during trading hours; In my role as Elder, I direct the leadership team, work along-side the pastoral team, and provide spiritual guidance to church members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-20
• S63 Uniform Securities Agent State Law Examination
  1993-12-28

Other Names

• Donovan M Zimmerman