Advisor at 4Square Advisory Services, Inc.
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
4Square Advisory Services, Inc.
Location
Fenton, MI 48430
Credentials
Series 63, Series 65
Industry experience
16 years
Lawrence Zimbler is a financial advisor at 4Square Advisory Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes extensive involvement with tax preparation and education through the National Association of Tax Professionals. Outside of advisory work, he owns a tax-related business that provides tax return preparation, advice, and continuing education for tax professionals. 4Square Advisory Services, Inc. provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm uses client-specific Investment Policy Statements and a fundamental-analysis approach to tailor investment strategies, and it is affiliated with accounting and tax services.
Based on 4Square Advisory Services, Inc.
Fixed fees for financial planning between $0 and $1,500
0.75% annually
$150/hour, billed in ¼ hour increments, minimum ¼ hour per calendar quarter
Account minimum: $2,500
205 Lincoln St
Fenton, MI 48430
Michigan
National Association of Tax Professionals
2020 - Present (6 years)
4square Tax & Accounting Inc.
2020 - 2025 (5 years)
4Square Advisory Services, Inc.
2015 - Present (11 years)
Ridgeway Conger Advisory Services Inc
2010 - Present (16 years)
National Association of Tax Professionals
2005 - Present (21 years)
4SQUARE Tax & Accounting Inc.
1996 - 2020 (24 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.
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