Sarah Lynn Zimmerman
Investment adviser representative at Kane Company Wealth Management, Inc.
25 yearsExperience
1 stateRegistered in
PFSDesignation
$284.7MFirm assets
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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
25 years in the industry.
- Kane Company Wealth Management, Inc.Feb 2019 to now
- Kane Company, P.C.Sep 2001 to now
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Kane Company Wealth Management, Inc.
$284.7MAssets managed
198Clients
3Advisers
7 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
- 7058550
- Firm CRD
- 115756