Curt Heinz Zimmermann

Current Employers

Employment History

• 09/1993 → 05/2018
  Professional Tax Advisors, Inc.
  Camp Hill, PA
• 03/1998 → 01/2020
  Professional Asset Management Advisors Inc.
  Camp Hill, PA
• 02/2000 → 05/2018
  Professional Tax Advisors, Inc.
  Camp Hill, PA
• 07/2001 → 01/2020
  Pfa Security Asset Management Inc
  Camp Hill, PA
• 08/2001 → 12/2019
  Pfa Professional Group, Llc
  Camp Hill, PA
• 04/2000 → 12/2019
  Professional Financial Advisors Inc
  Camp Hill, PA
• 07/2018 → Present
  Zimmermann Investment Management & Planning
  Dillsburg, PA
• 01/2020 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 12/2024 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2018-11-28 → 2025-01-31
  Zimmermann Investment Management & Planning Llc
  New Cumberland, PA
• 2001-09-19 → 2019-11-22
  Professional Financial Advisors, Inc.
  Camp Hill, PA

Other Businesses

1) Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 12/20/24. 160hrs/ month, all during trading hours. Client Relations, investment management, financial planning, etc. 2) Purshe Kaplan Sterling Investments;investment related: Yes;Registered Representative; 18 Corporate Woods Blvd Albany NY 12211;FINRA registered Broker Dealer firm.;Sales of direct purchase mutual funds, variable annuities, etc.; 2020-01-08;Hours devoted to business during trading hours: 80; Hours devoted to business outside trading hours: 12;Percentage of total yearly compensation expected to be derived from the business: 50; 3) Around the Post Pickleball LLC; PARNTER; Investment related: No; 11 KENNEDY LANE HAMPTON BAYS NY 11946; Description of the business: PICKLEBALL; Responsibilities Duties: Only involved if there is an event. Only duties would include event participation and support.; 2021-09-07; Hours devoted to business during trading hours: 0;Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 4) PA State Police Camp Cadet Troop H. Non-investment related. 8000 Bretz Drive, Harrisburg PA 17112. Teaching/Coaching. Director. 12/1/2025. 1.0 during securities trading hours. Reviewing and discussing organizations financial statements and assets.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-21
• S63 Uniform Securities Agent State Law Examination
  1986-09-05

Other Names

• Curt Heinz Zimmermann