William August Zimmer

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2021 → 08/2021
  Nexgen Financial Group
  Iselin, NJ
• 08/2018 → 06/2022
  University Of Delware
  Newark, DE
• 06/2022 → Present
  Kestra Investment Services, Llc
  Morristown, NJ
• 08/2014 → 06/2018
  Randolph High School
  Randolph, NJ
• 06/2023 → Present
  Kestra Advisory Services, Llc
  Morristown, NJ

Other Businesses

Business Name: SYNTHESIS WEALTH PLANNING, LLC POSITION: Assistant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/06/2023 ADDRESS: 161 Madison Avenue, Morristown NJ 07960 DESCRIPTION: Prepare insurance presentations, reports, and analysis, and support advisors throughout ongoing process. Manage and update the financial planning software for advisors, and assist with planning techniques to improve probability of success. Please note: I am currently in a para-planner/administrative position at the firm. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 06/06/2023 ADDRESS: 5707 Southwest Pkwy, Bldg. 2 Ste. 400, Austin TX 78735 DESCRIPTION: Para-planner/assistant at Kestra firm - DBA: Synthesis Wealth Planning, LLC

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Designations

• Certified Financial Planner

Other Names

• Will Zimmer