Daniel Wood has been an investment adviser representative at Zimmerman Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
Zimmerman Wealth Management, LLC is an Evanston, IL firm with $472M under management, 225 clients and 5 advisers in one office, as of its August 2026 filing.
Dan J. Wood is Wealth Advisor of Zimmerman Wealth Management, LLC, based in Evanston, IL. He joined the firm in 2018. Before that he was a Financial Coach at Next Door, part of the research division of State Farm, for 3 years, and worked in equity research at Morningstar, Inc. for 4 years.
- – present · 5 yearsEvanston, IL · Adviser representative · Firm CRD 127526
Professional designations
Listed by Zimmerman Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Wood is registered as an investment adviser representative in Illinois, since March 2021.
- IllinoisSince 28 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel James Wood
- CRD
- 6611781
- Firm
- Zimmerman Wealth Management · CRD 127526
- Office
- 500 DAVIS STREET, SUITE 1005, Evanston, IL 60201
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zimmermanwealth.com
Where does Daniel Wood work?
Daniel Wood is an investment adviser representative registered through Zimmerman Wealth Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Wood a financial advisor?
Yes. Daniel Wood has a current investment-adviser registration in Illinois, through Zimmerman Wealth Management since March 2021.
How many years of experience does Daniel Wood have?
Daniel Wood has 8 years in the financial industry, since July 2018, across 1 adviser firm.
What exams has Daniel Wood passed?
Daniel Wood has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in March 2016. FINRA credited Daniel Wood with the SIE, which began in October 2018.
Where is Daniel Wood based?
Daniel Wood’s registered office is in Evanston, IL.
Is Daniel Wood registered with FINRA?
No. Daniel Wood has no current broker registration.
Is Daniel Wood a CFP?
Zimmerman Wealth Management lists Daniel Wood with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: DAN J. WOOD, CFP®, CFA biography, zimmermanwealth.com
Is Daniel Wood a CFA charterholder?
Zimmerman Wealth Management lists Daniel Wood with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: DAN J. WOOD, CFP®, CFA biography, zimmermanwealth.com
How can I verify Daniel Wood’s record?
Search CRD 6611781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Wood’s full registration record.
