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Morgann Michelle Zimmer

Goodman Financial Corp.

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About Morgann Michelle Zimmer

Morgann Michelle Zimmer is an Investment Advisor Representative associated with Goodman Financial Corp. in Houston, TX. Morgann has been in the industry since May 2012 and is registered with the state of Texas. Morgann is a Certified Financial Planner and specializes in retirement planning, insurance, college savings, and estate planning. Morgann has a Series 65 license and has been active as an Investment Advisor Representative since February 2017.

Firm Information

Morgann Zimmer is currently registered with Goodman Financial Corp.. Goodman Financial Corp. is a fee-only Registered Investment Advisor (RIA) headquartered in Houston, Texas. They manage approximately $697.8 million in assets for individual, high-net-worth, and charitable clients. The firm provides investment consulting, financial planning, and portfolio management services. They have 16 investment advisor representatives, with a focus on providing independent and objective advice.
Goodman Financial Corp.

5177 RICHMOND AVENUE

HOUSTON, TX 77056

$697.80M

Assets Under Management

Not reported

Total Clients

16

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Morgann Zimmer’s Registration & Firm History

TX

02/02/2017 - Present

Goodman Financial Corp. (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/01/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Morgann Michelle Zimmer.
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