Mona Edwards 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. Mona Edwards studied at the College for Financial Planning.
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.
Mona Edwards is Director of Financial Planning of Zimmerman Wealth Management, LLC, based in Evanston, IL. She launched her financial planning career in 2005 after completing a financial planning certification program at the College for Financial Planning, and joined the firm in 2007.
- – present · 5 yearsNew Orleans, LA · Adviser representative · Firm CRD 127526
Professional designations
Listed by Zimmerman Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mona Edwards is registered as an investment adviser representative in 2 states. Each was approved in March 2021.
- IllinoisSince 29 March 2021
- LouisianaSince 29 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mona Hope Edwards
- CRD
- 5083738
- Firm
- Zimmerman Wealth Management · CRD 127526
- Office
- New Orleans, LA
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zimmermanwealth.com
Where does Mona Edwards work?
Mona Edwards 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 Mona Edwards a financial advisor?
Yes. Mona Edwards has a current investment-adviser registration in Illinois and Louisiana, through Zimmerman Wealth Management since March 2021.
How many years of experience does Mona Edwards have?
Mona Edwards has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Mona Edwards passed?
Mona Edwards passed the Series 65 in December 2018.
Where is Mona Edwards based?
Mona Edwards’ registered office is in New Orleans, LA.
Is Mona Edwards registered with FINRA?
No. Mona Edwards has no current broker registration.
Is Mona Edwards a CFP?
Zimmerman Wealth Management lists Mona Edwards with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mona Edwards’ record?
Search CRD 5083738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mona Edwards’ full registration record.
