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Kathi Lynn Zimmer

Zimmer Financial Planning

Bethel Park, PA

Bethel Park, PA

CRD 5089153

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Employer firm

Zimmer Financial Planning CRD 164654

25 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Zimmer Financial Planning

Bethel Park, PA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-01-15
PA RA APPROVED 2012-07-17
OH RA APPROVED 2012-06-28
  • TX RA
    APPROVED
    Since 2013-01-15
  • PA RA
    APPROVED
    Since 2012-07-17
  • OH RA
    APPROVED
    Since 2012-06-28

Branch Locations

Bethel Park, PA • United States

529 Florence Dr, Bethel Park, PA 15102 • 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
Kathi Lynn Zimmer Bethel Park PA 06/2012 Present
  • 06/2012 → Present
    Kathi Lynn Zimmer
    Bethel Park, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-26
  • S66 Uniform Combined State Law Examination
    2006-07-26
Designations
  • Certified Financial Planner
Other Names
  • Kathi Lynn Gleason
  • Kathi Lynn Waddell

View on SEC IAPD

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