ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
CRD #297516 SEC #801-113579 NEW CUMBERLAND, PA 717-403-6030
SEC Registered
Total AUM
$409.3M
Discretionary
$385.7M
Employees
6
Clients
26
Accounts
2,303
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWOPE, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
| ZIMMERMANN, CURT, HEINZ | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 24, 2024 REGISTERED
Notice Filings (10)
DE FL MD NC OH PA SC TN TX VA
Address
502 BRIDGE STREETNEW CUMBERLAND, PA 17070
United States
Phone: 717-403-6030