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Nathaniel Edward Zimmerman

LPl Financial LLC

Fishers, IN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-25
IN RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2022-01-25
  • IN RA
    APPROVED
    Since 2021-07-21

Branch Locations

11389 Lantern Rd, Fishers, IN 46038 • 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
Waddell & Reed, Inc. Indianapolis IN 08/2009 07/2021
Various Insurance Carriers For W&R Insurance Agencies Fishers IN 11/2009 07/2021
Brand Affinity Technologies Irvine CA 04/2014 10/2016
Nathaniel E Zimmerman, Llc Indianapolis IN 10/2014 07/2021
Real Estate Fishers IN 07/2015 07/2021
Nz Properties Llc Fishers IN 09/2019 07/2021
Lpl Financial, Llc Fishers IN 07/2021 Present
  • 08/2009 → 07/2021
    Waddell & Reed, Inc.
    Indianapolis, IN
  • 11/2009 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Fishers, IN
  • 04/2014 → 10/2016
    Brand Affinity Technologies
    Irvine, CA
  • 10/2014 → 07/2021
    Nathaniel E Zimmerman, Llc
    Indianapolis, IN
  • 07/2015 → 07/2021
    Real Estate
    Fishers, IN
  • 09/2019 → 07/2021
    Nz Properties Llc
    Fishers, IN
  • 07/2021 → Present
    Fishers, IN
Previous Registrations
  • 2009-11-20 → 2021-07-21
    Waddell & Reed
    Charleroi, PA
    Fishers, IN
Other Businesses

1. 8/25/2021 - Nathaniel E Zimmerman LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only. 2. 1/12/2022 - Nathaniel E Zimmerman LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Started 10/2014 - Time Spent 100%. 3. 1/12/2022 - Indy Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2019. 4. 11/07/2022 - NZ Properties LLC - Investment Related - Indianapolis, IN 46207 - Real Estate Rental - Owner - Started 06/15/2022 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-19
  • S66 Uniform Combined State Law Examination
    2009-11-19
Other Names
  • Nathan Zimmerman
  • Nathaniel Zimmerman

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