Sarah Zimmerman
Kane Company Wealth Management · Johnston, Iowa
Sarah Zimmerman is a fee-only financial advisor at Kane Company Wealth Management in Johnston, Iowa, who holds the PFS credential. Kane Company Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kane Company Wealth Management |
|---|---|
| Based in | Johnston, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.7M across 717 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in IA · CRD 7058550 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kanecompanypc.com |
How Sarah's firm compares
- Kane Company Wealth Management's average account is about $397,000, from its Form ADV (assets managed divided by 717 accounts).
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Questions about Sarah
Is Sarah Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Kane Company Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Kane Company Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Zimmerman based?
Sarah Zimmerman is based in Johnston, Iowa.
What credentials does Sarah Zimmerman hold?
Sarah Zimmerman holds the PFS credential.
Is Sarah Zimmerman registered with the SEC?
Yes. Sarah Zimmerman is registered as an investment adviser representative in IA (CRD 7058550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kane Company Wealth Management manage?
Kane Company Wealth Management reports $284.7M across 717 accounts in assets under management.
How do I contact Sarah Zimmerman?
Through Sarah's website, www.kanecompanypc.com.
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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