Karl Zimmerman
Investment adviser representative at PNC Wealth Management
12 yearsExperience
2 statesRegistered in
$30.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- PNC Wealth Management LLCMay 2023 to now
- PNC Investments LLCMay 2023 to now
- Fifth Third BankMay 2021 to May 2023
- Fifth Third SecuritiesMay 2021 to May 2023
- Wells Fargo Clearing Services, LLCAug 2018 to May 2021
- CitigroupJun 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3237257
- Firm CRD
- 129052