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Ian Zimmerman

Burch & Company, Inc.

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About Ian Zimmerman

Ian Zimmerman is a registered representative with Burch & Company, Inc. He is licensed to sell securities in Florida, Georgia, and North Carolina. Ian is series 63, 79TO and SIE licensed. He has been working in the financial services industry since December 2023.

Firm Information

Ian Zimmerman is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ian Zimmerman’s Registration & Firm History

MO

12/20/2023 - Present

Burch & Company, Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 01/08/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Zimmerman.
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