TrueAdvisor
TrueAdvisor
MZ
MZ

Michael David Zimmerman

Capital Management Services, INC.
42 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Capital Management Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
145 clients
Average Client Portfolio
$977K average
Assets Under Management
$141.7M

Fee Structure

Minimum Investment:$25K

Location

410 Sovereign Ct., Suite 13, Manchester, MO, 63011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Management Services, INC.
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Cutter & Company, INC.
March 2004 - December 2016 · 12 yrs 9 mos
Cutter & Company, INC.Broker
March 2004 - December 2016 · 12 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
January 1984 - March 2004 · 20 yrs 2 mos
Investors Brokerage Services, INC.Broker
July 1983 - January 1984 · 6 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.