Sarah L. Zimmerman, CPA/PFS, is a Financial and Tax Adviser, Investment Adviser Representative and Director of Tax at Kane Company, P.C and is a member of the investment policy committee. She is a 2003 graduate of Upper Iowa University receiving a Bachelor of Science degree in accounting. Sarah has been with Kane Company, P.C. since 2001 and a Certified Public Accountant since 2007. She earned the Personal Financial Specialist designation from the AICPA in 2018. Prior to becoming a Financial and Tax Adviser and Investment Adviser Representative, Sarah was a Senior Staff Accountant at Kane Company, P.C. providing tax, bookkeeping and payroll services. She is a member of the American Instit


Sarah L. Zimmerman
Investment Adviser Representative and Director of Tax
Kane Company Wealth Management, Inc.
United States, Iowa, Ankeny
About Me
Profile Information
Investment Adviser Representative and Director of Tax
Kane Company Wealth Management, Inc.
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Ankeny
Iowa
United States
Feb 13, 2025
Work Experience
Kane Company Wealth Management, P.C.
Tax and Financial Adviser, Certified Public Accountant/Personal Financial Specialist Jan 2004 - Present
Email: sarah@kanecompanypc.com
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