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LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING

Advisory

IN

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in IN
#232
of 270 advisers by AUM
Average account
$597K
across 139 accounts
AUM per adviser
$83M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM
$83M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$83M
Discretionary AUM$83M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients80
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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FORSYTHE WEALTH MANAGEMENT, INC.
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