Advisor at Strategic Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Asset Management, LLC
Location
Valley Center, KS 67147
Credentials
CFP®, PFS™, Series 65, Series 66
Industry experience
17 years
Charles Zimmerman is a financial advisor with Strategic Asset Management, LLC in Park City, Kansas, holding CFP® and PFS™ designations along with Series 65 and Series 66 licenses. He has 17 years of industry experience and has worked at firms including Merrill Lynch and Bank of America. He is also involved in a family-held corporation, Prizim Inc., which leases computer hardware to his former CPA firm and for which he provides occasional technical assistance. Strategic Asset Management, LLC offers investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on a long-term, asset-allocation approach using diversified, passively managed portfolios, and integrates advisory services with affiliated accounting expertise.
Based on Strategic Asset Management, LLC
$0 - $199,999: 1.85% $200,000 - $499,999: 1.45% $500,000 - $999,999: 1.20% $1,000,000+: 1.00%
Fee-only: Fees charged as percentage of AUM, billed quarterly in advance.
226 W. Main St., Suite 9
Valley Center, KS 67147
Kansas
Strategic Asset Management, LLC
2021 - Present (5 years)
Morrow & Co, LLC
2019 - Present (7 years)
Bank Of America, N.a.
2019 - 2019 (1 year)
Merrill
2018 - 2019 (1 year)
Prizim, Inc.
2003 - Present (23 years)
Strategic Asset Management, LLC
1998 - 2018 (20 years)
Gottschalk & Company, Cpa's, Llc
1984 - 2017 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Series 65
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CFP®
Wichita, KS
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Series 66
Wichita, KS
Legacy Map Design, LLC
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