Nathan Zimmerman is a Financial Advisor with 17 years of experience helping individuals, families, and business owners identify and pursue their financial goals through comprehensive financial planning and sound investment strategies.
Nathan graduated from Indiana University in 2009 with an undergraduate degree in Financial Management. After graduation, he began his career with Waddell & Reed, where he served as a Financial Advisor for more than 10 years before joining LPL Financial, the nation’s largest independent broker-dealer.*
In 2018, Nathan founded Indy Wealth Advisors, a team of like-minded advisors built around a shared commitment to personalized advice, long-term client relationships, and thoughtful financial planning.
Nathan earned the Accredited Wealth Management Advisor℠ (AWMA®) designation from the College for Financial Planning in 2016.
*No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2024.