Michael Zimmerman has been an investment adviser representative at Capital Management Services since January 2017, and is not listed among the firm’s executive officers or direct owners.
Capital Management Services, Inc. is a Manchester, MO firm with $145M under management, 242 clients and 5 advisers across 4 offices, as of its March 2026 filing.
Michael Zimmerman is Portfolio Strategist and Investment Advisor Representative of Capital Management Services, Inc. Mike joined A.G. Edwards in 1984 and became interested in the CAN SLIM investment and trading system in 1991. He completed the CAN SLIM Master's Program in 2006 and 2008 and has developed his own trading style based on his years of experience.
Michael Zimmerman’s longest registration was 12 years at Cutter & Company, Inc. (2004–2016). Before joining Capital Management Services in 2017, Michael Zimmerman was registered through Cutter & Company, Inc.
- – present · 9 yearsManchester, MO · Adviser representative · Firm CRD 118260
- Cutter & Company, Inc.– · 12 yearsChesterfield, MO · Adviser representative · Firm CRD 22449
Investment adviser representative registrations
Michael Zimmerman is registered as an investment adviser representative in Missouri, since January 2017.
- MissouriSince 18 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 2011 |
| Series 7 | General Securities Representative Examination | 17 March 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 July 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael David Zimmerman
- CRD
- 1122291
- Firm
- Capital Management Services · CRD 118260
- Office
- 410 SOVEREIGN CT., SUITE 13, Manchester, MO 63011
- Registration
- Investment adviser registration
- In the industry since
- August 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmsadvisors.com
Where does Michael Zimmerman work?
Michael Zimmerman is an investment adviser representative registered through Capital Management Services, Inc. since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Michael Zimmerman a financial advisor?
Yes. Michael Zimmerman has a current investment-adviser registration in Missouri, through Capital Management Services since January 2017.
How many years of experience does Michael Zimmerman have?
Michael Zimmerman has 43 years in the financial industry, since August 1983, across 2 adviser firms.
What exams has Michael Zimmerman passed?
Michael Zimmerman has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1983. FINRA credited Michael Zimmerman with the SIE, which began in October 2018.
Where did Michael Zimmerman work before Capital Management Services?
Before Capital Management Services, Michael Zimmerman was registered through Cutter & Company, Inc., March 2004 to December 2016.
Where is Michael Zimmerman based?
Michael Zimmerman’s registered office is in Manchester, MO.
Is Michael Zimmerman registered with FINRA?
No. Michael Zimmerman has no current broker registration.
How can I verify Michael Zimmerman’s record?
Search CRD 1122291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Zimmerman’s full registration record.
