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RIA / WealthAdvisorCertified Financial Planner20 years in industry

KATHI LYNN ZIMMER

Advisor at ZIMMER FINANCIAL PLANNING

BETHEL PARK, PA | Bethel Park, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 28, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ZIMMER FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 26, 2006
First registration: Jul 28, 2006
Dual registered: no
Other names: KATHI LYNN GLEASON|KATHI LYNN WADDELL
IAPD individual key: 5089153

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZIMMER FINANCIAL PLANNING	State registered	Jun 28, 2012	n/a	yes	BETHEL PARK, PA\|Bethel Park, PA	Current employment
WALDRON PRIVATE WEALTH	Independent wealth	Dec 23, 2010	Apr 30, 2012	no	BRIDGEVILLE, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 30, 2010	May 10, 2012	no	BRIDGEVILLE, PA	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Jul 28, 2006	Dec 9, 2010	no	CANONSBURG, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	WALDRON PRIVATE WEALTH	May 10, 2012	Dec 23, 2010	-504	Firm change after gap	Other
WALDRON PRIVATE WEALTH	ZIMMER FINANCIAL PLANNING	Apr 30, 2012	Jun 28, 2012	59	Firm change	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	LPL FINANCIAL LLC	Dec 9, 2010	Nov 30, 2010	-9	Firm change	Other

Relationships

Registered with (4)

→ ZIMMER FINANCIAL PLANNINGRegistered adviserregistration: current employment
Jun 28, 2012 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 30, 2010 to May 10, 2012factForm ADV
→ WALDRON PRIVATE WEALTHRegistered adviserregistration: previous registration
Dec 23, 2010 to Apr 30, 2012factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Jul 28, 2006 to Dec 9, 2010factForm ADV

Dated events

No dated event names this entity yet.