Michael David Zimmerman

Employer firm

Capital Management Services, Inc. CRD 118260

$145M regulatory AUM

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

• 02/2004 → Present
  Cutter & Company Brokerage, Inc.
  Chesterfield, MO

Previous Registrations

• 2004-03-30 → 2016-12-31
  Cutter & Company, Inc.
  Chesterfield, MO
  Chesterfield, MO
  Chesterfield, MO
  Ballwin, MO
  Chesterfield, MO
  Chesterfield, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-25
• S63 Uniform Securities Agent State Law Examination
  1983-07-28

Other Names

• Michael D Zimmerman