Stuart Jospeh Zimmerman
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Profilo
Mr. Stuart J.
Zimmerman, CPA, is Co-Founder & Wealth Advisor at Buckingham Asset Management LLC and an Investment Advisor at The Buckingham Family of Financial Services.
Prior to co-founding Buckingham in 1994, Mr. Zimmerman was partner in charge of the Personal Financial Consulting department of RubinBrown LLP.
His 28 years of experience with RubinBrown included service on its executive committee, chairing its practice development committee and starting its nonprofit department.
He is a past president of the Clayton Chamber of Commerce, Craft Alliance, the Clayton Child Center and the St. Louis chapter of the American Jewish Committee.
He currently serves on various committees of the AJC and the Jewish Federation of St. Louis.
He has also served a number of professional organizations.
He was a contributing author for the Journal of Accountancy; former member of the Personal Financial Specialist subcommittee of the American Institute of Certified Public Accountants; National executive committee of the AICPA Personal Financial Planning Division; National AICPA Personal Financial Planning Practice Subcommittee; National AICPA Estate Planning Subcommittee; National AICPA Minority Business Development Committee; and management of an accounting practice committee of the Missouri Society of Certified Public Accountants.
He has more than 40 years of experience in personal financial planning and has been a speaker on the subjects of investing and personal financial consulting both nationally and internationally.
Mr. Zimmerman holds a bachelor's degree in business administration with emphasis in accounting from the University of Missouri-Columbia.
He is a licensed CPA and an accredited Personal Financial Specialist.
Precedenti posizioni note di Stuart Jospeh Zimmerman
Società | Posizione | Fine |
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Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Fondatore | 10/02/2016 |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Fondatore | - |
RubinBrown LLP
RubinBrown LLP Miscellaneous Commercial ServicesCommercial Services RubinBrown LLP engages in the provision of auditing and accounting services. It offers assurance, business advisory, entrepreneurial, tax, and wealth advisory services. The company was founded by Mahlon Rubin in 1952 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Formazione di Stuart Jospeh Zimmerman
University of Missouri | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
RubinBrown LLP
RubinBrown LLP Miscellaneous Commercial ServicesCommercial Services RubinBrown LLP engages in the provision of auditing and accounting services. It offers assurance, business advisory, entrepreneurial, tax, and wealth advisory services. The company was founded by Mahlon Rubin in 1952 and is headquartered in St. Louis, MO. | Commercial Services |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Miscellaneous |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
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