Investment adviser representative · Zimmerman Wealth Management, LLC
Daniel J. Wood
CRD 6611781 · Evanston, IL
At a glance
Daniel J. Wood is an investment adviser representative with Zimmerman Wealth Management, LLC in Evanston, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Zimmerman Wealth Management, LLCSince March 2021Evanston, IL · $472M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Zimmerman Wealth Management, LLC
- Marshall GarrettEvanston · Certified Financial Planner
- John S. HarrisEvanston · Certified Financial Planner
- Sara E. HostaletEvanston · Certified Financial Planner, Chartered Financial Analyst
- Thomas H. ZimmermanEvanston · Certified Financial Planner
- Mona H. EdwardsNew Orleans · Certified Financial Planner
Every advisor at Zimmerman Wealth Management, LLC →Zimmerman Wealth Management, LLC: assets, clients and custodians →Financial advisors in Evanston, IL →Every Zimmerman Wealth Management, LLC advisor in Evanston →Advisor Moves: who changed firms this week →