Philip S. ZimaRFC, LUTCF
Phone: (504) 837-7177 Investment Advisor Representative and General Securities Principal of Securian Financial Services, Inc. PROFESSIONAL: Philip S. Zima has been a licensed agent in the State of Louisiana since 1996. He has earned the professional designations of Life Underwriters Training Council Fellow (LUTCF) and Registered Financial Consultant (RFC). Specializing in the individual disability market, Phil is the Managing General Agent of C C Brokerage, LLC, a partner of The Plus Group,a premier national disability marketing organization of twenty-one equity partners. Considered by his peers as one of the Gulf South's leading individual disability specialists, Phil regularly conducts continuing education classes and seminars throughout the State of Louisiana in his speciality. He has published numerous articles in professional financial publications on Individual Disability and Long Term Care products. An active member of the National Association of Insurance and Financial Advisors, he is a Greater New Orleans Chapter Board of Directors member. LICENSES: Life, Health & Accident, Variable Life & Annuity, FINRA Series 6, 7, 24, 63 & 66 Registrations. PERSONAL: Phil, his wife Beth of 31 years, daughter Anne Marie and son Nicholas have been residents of the New Orleans, LA area since 1994. ![]()
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3445 N. Causeway Blvd. Phone: (504) 837-7177 |

Compass Capital Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Compass Capital Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Compass Capital Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Compass Capital Management, 3445 N. Causeway Blvd.
Suite 1000, Metairie, LA, 70002 (504) 837-7177
Toll Free: (800) 522-9471
Copyright 2012 Compass Capital Management, Securian Financial Network. All Rights Reserved.