Unclaimed
Aaron James Zimmer is an investment advisor representative with Ameriprise Financial Services, LLC. Aaron has been in the securities industry since November 11, 2002. Aaron Zimmer is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and with the following states: Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin. Aaron Zimmer is a licensed insurance agent. Aaron Zimmer has been affiliated with Ameriprise Financial Services, Inc. since September 2005 and Ameriprise Financial Services, LLC since March 2020. Prior to joining Ameriprise, Aaron Zimmer was registered with IDS LIFE INSURANCE COMPANY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
11/12/2002 - Present
Ameriprise Financial Services, LLC (Madison WI)
MN
11/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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