Kelley Lynn Zimmerman
Investment adviser representative at Burns Matteson Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$400.4MFirm assets
24 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Burns Matteson Capital Management, LLCJun 2018 to now
- Maternity Leave - UnemployedOct 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Burns Matteson Capital Management, LLC
$400.4MAssets managed
199Clients
6Advisers
24 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
- 4891740
- Firm CRD
- 118315