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Sarah L. Zimmerman

Investment Adviser Representative and Director of Tax

Kane Company Wealth Management, Inc.

United States, Iowa, Ankeny

About Me

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

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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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