Sara Hostalet has been an investment adviser representative at Zimmerman Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners. Sara Hostalet holds a BA in Economics from Emory University.
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.
Sara E. Hostalet is Wealth Advisor of Zimmerman Wealth Management, LLC, based in Evanston, IL. She joined the firm in 2021. She began her career at Fairpointe Capital in 2011, progressing through roles including Research Analyst, and most recently served as Manager of Institutional Clients and Investor Relations at Ariel Investments.
- – present · under a yearEvanston, 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
Sara Hostalet is registered as an investment adviser representative in Illinois, since June 2026.
- IllinoisSince 4 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sara Elisa Hostalet
- CRD
- 8278174
- Firm
- Zimmerman Wealth Management · CRD 127526
- Office
- 500 DAVIS STREET, SUITE 1005, Evanston, IL 60201
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zimmermanwealth.com
Where does Sara Hostalet work?
Sara Hostalet is an investment adviser representative registered through Zimmerman Wealth Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sara Hostalet a financial advisor?
Yes. Sara Hostalet has a current investment-adviser registration in Illinois, through Zimmerman Wealth Management since June 2026.
How many years of experience does Sara Hostalet have?
Sara Hostalet has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Sara Hostalet passed?
Sara Hostalet passed the Series 65 in June 2024.
Where is Sara Hostalet based?
Sara Hostalet’s registered office is in Evanston, IL.
Is Sara Hostalet registered with FINRA?
No. Sara Hostalet has no current broker registration.
Is Sara Hostalet a CFP?
Zimmerman Wealth Management lists Sara Hostalet with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: SARA E. HOSTALET, CFP®, CFA biography, zimmermanwealth.com
Is Sara Hostalet a CFA charterholder?
Zimmerman Wealth Management lists Sara Hostalet with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: SARA E. HOSTALET, CFP®, CFA biography, zimmermanwealth.com
How can I verify Sara Hostalet’s record?
Search CRD 8278174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sara Hostalet’s full registration record.
