Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zimmerman is a financial advisor at Polen Capital Management, LLC. Steven has been in the financial industry since November 1999 and has a broad range of experience in advising individuals, businesses, and institutional clients. Steven is registered as a broker-dealer and investment advisor in 51 states. Steven is also licensed to provide financial planning and portfolio management services. Steven is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/11/2024 - Present
Polen Capital Management, LLC (BOCA RATON FL)
MN
01/27/2017 - 07/08/2024
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
01/17/2017 - 06/13/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NY
05/03/2012 - 11/15/2016
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
TX
08/01/2006 - 04/30/2012
NEXBANK SECURITIES INC (DALLAS TX)
ME
06/05/2006 - 08/02/2006
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
ME
05/08/2000 - 06/06/2006
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
FL
09/24/1999 - 05/03/2000
LPM INVESTMENT SERVICES, INC (PALM BEACH FL)
IA
Issued 12/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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