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Nicholas Z

Series 65

Baton Rouge, LA

Zion Capital LLC

Nicholas Zimmerman is a financial advisor with Zion Capital LLC in Baton Rouge, LA, holding a Series 65 designation and seven years of industry experience. He previously worked at Live Oak Wealth Management, Securities America, Live Oak Wealth Financial Group, and Hawk Industries. In addition to his advisory role, Mr. Zimmerman operates an independent insurance agency, which represents a small portion of his professional activities. Zion Capital LLC provides discretionary asset management and financial planning primarily for individual clients, as well as corporate and qualified retirement plans. The firm offers customized investment programs, pension consulting, and public education services, including acting as an ERISA plan advisor or investment manager and conducting seminars and workshops.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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