Advisor at Wimmer Associates LLC
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Firm
Wimmer Associates LLC
Location
Pasadena, CA
Credentials
CIC, Series 63, Series 65
Industry experience
23 years
Katherine Wimmer is a financial advisor at Wimmer Associates LLC in Pasadena, CA, holding the CIC, Series 63, and Series 65 designations with 23 years of industry experience. She has been with Wimmer Associates since 2003. Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, and family groups, focusing on tailored portfolio recommendations primarily involving stocks, bonds, mutual funds, and ETFs. The firm emphasizes fundamental analysis and maintains formal policies on advisory qualifications, trade allocations, proxy voting, and personal trading controls.
Based on Wimmer Associates LLC
Flat fee possible as part of quarterly fee structure; specific amounts not stated.
$480 per hour
Account minimum: $750,000
Pasadena, CA
California
Wimmer Associates LLC
2003 - Present (23 years)
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Insurance agent
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Trust company
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Real estate agent
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Other specialized services
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