WZ
WZ

William John Zimmer

12 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
502 clients
Average Client Portfolio
$689K average
Assets Under Management
$346.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Pisgah Forrest, NC

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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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Other Business ActivitiesSells Insurance

William is a co-founder and co-owner of Ecusta Brewing Company since 2015, dedicating minimal time. He also operates under the DBA Craft Financial for fixed insurance sales, spending a few hours per week on this activity.

Employment History
Current Registrations
Fortress Private Ledger, LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
August 2016 - April 2017 · 8 mos
MML Investors Services, LLCBroker
December 2013 - April 2017 · 3 yrs 4 mos
MML Investors Services, LLCBroker
August 2013 - November 2013 · 3 mos
W&s Brokerage Services, INC.Broker
July 2011 - January 2013 · 1 yr 6 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.