Lucy Zimmerman
Investment adviser representative at Buttonwood Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$425.3MFirm assets
Are you Lucy Zimmerman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Buttonwood WealthJan 2025 to now
- LPL Financial, LLCJan 2015 to now
- Wiseman Wealth, LLC (dba:wiseman & Associates Wealth Management)Dec 2014 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
Buttonwood Wealth
Legal name: Buttonwood Wealth, LLC
$425.3MAssets managed
406Clients
6Advisers
6 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
- 5900302
- Firm CRD
- 305896