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Nathan E. Zimmerman, AWMA

Nathan E. Zimmerman, AWMA

President

Nathan Zimmerman is a 2009 graduate of Indiana University where he earned his undergraduate degree in Financial Management.  

Upon graduating from IU, Nathan joined Waddell & Reed where he was a Financial Advisor for more than 10 years.  

In 2018, Nathan formed Indy Wealth Advisors, a team of like-minded advisors focused on helping clients identify and pursue their financial goals through comprehensive financial planning and sound investment strategies.  Today, that team has grown to include 4 Financial Advisors and two Advisor Assistants.  

In 2016, Nathan earned his designation as an Accredited Wealth Management Advisor (AWMA) from the College for Financial Planning.