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Connor William Zimmer

Rooted Wealth Advisors

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About Connor William Zimmer

Connor Zimmer is a financial advisor registered with Rooted Wealth Advisors. Connor has been in the financial industry since 2018 and holds the Series 6, 7, 63, and 65 licenses. Connor is also a Certified Financial Planner. Connor offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Connor is a committed financial advisor who strives to help clients achieve their financial goals.

Firm Information

Connor Zimmer is currently registered with Rooted Wealth Advisors. Rooted Wealth Advisors is a financial advisory firm based in Bourbonnais, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rooted Wealth Advisors manages approximately $318 million in assets for over 3,276 clients.
Rooted Wealth Advisors

389 WILLIAM LATHAM R SENIOR DRIVE

BOURBONNAIS, IL 60914

$318.35M

Assets Under Management

3

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connor Zimmer’s Registration & Firm History

CO

07/06/2023 - Present

Rooted Wealth Advisors (Denver CO)

MS

06/02/2020 - 07/05/2023

COMMONWEALTH FINANCIAL NETWORK (Ridgeland MS)

CO

08/23/2018 - 08/28/2018

FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 02/26/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor William Zimmer.
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