Andrew J Zimmerman
Investment adviser representative at Cerity Partners LLC
14 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cerity Partners LLCJan 2023 to now
- Argi Investment Services, LLCJun 2022 to Apr 2023
- Edward JonesJun 2020 to Jun 2022
- Western School CorporationAug 2017 to Jun 2020
- Maven Electric LLCApr 2017 to Jun 2017
- Manchester Community SchoolsJul 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7263704
- Firm CRD
- 151559