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Chief Operations Officer · Landing Point Financial Group

Michelle E. Zimmerman

CRD 5672237 · Named on Form ADV at one SEC-registered adviser

At a glance

Landing Point Financial Group, an SEC-registered wealth manager based in Avon, OH with $381 million in regulatory assets, lists Michelle E. Zimmerman on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joey L. FlinnerChief Executive Officer, Landing Point Financial Group
  • Kevin M. KimChief Compliance Officer, Landing Point Financial Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.