Linda Zimmermann
Linda Zimmermann Financial Planning and Counseling · Greenfield, Indiana
Linda Zimmermann is a fee-only financial advisor at Linda Zimmermann Financial Planning and Counseling in Greenfield, Indiana, who holds the CFP credential. Linda Zimmermann Financial Planning and Counseling reports charging hourly fees on its Form ADV.
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Facts
| Firm | Linda Zimmermann Financial Planning and Counseling |
|---|---|
| Based in | Greenfield, Indiana |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $83.0M across 139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4581090 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Linda's firm compares
- Linda Zimmermann Financial Planning and Counseling's average account is about $597,000, from its Form ADV (assets managed divided by 139 accounts).
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Questions about Linda
Is Linda Zimmermann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Linda holds no broker registration, and Linda Zimmermann Financial Planning and Counseling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Linda charge for financial advice?
Linda's firm, Linda Zimmermann Financial Planning and Counseling, reports charging hourly fees on its SEC Form ADV.
Where is Linda Zimmermann based?
Linda Zimmermann is based in Greenfield, Indiana.
What credentials does Linda Zimmermann hold?
Linda Zimmermann holds the CFP credential.
Is Linda Zimmermann registered with the SEC?
Yes. Linda Zimmermann is registered as an investment adviser representative in IN (CRD 4581090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Linda Zimmermann Financial Planning and Counseling manage?
Linda Zimmermann Financial Planning and Counseling reports $83.0M across 139 accounts in assets under management.
How do I contact Linda Zimmermann?
Contact details aren't on file yet. Search for Linda Zimmermann Financial Planning and Counseling.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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