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Craig Robert Zimmerman

U.s. Bancorp Investments, Inc.

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About Craig Robert Zimmerman

Craig Zimmerman is a financial advisor with over 5 years of experience in the industry. Craig is registered with U.S. Bancorp Investments, Inc. and holds Series 7TO, Series 63, and Series 65 licenses. Craig is also a Registered Investment Advisor (RIA) in Wisconsin and Texas. Craig has been employed with U.S. Bancorp Investments, Inc. since April 2021. Prior to this, Craig was employed with Northwestern Mutual Investment Services LLC. Craig has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Craig focuses on providing financial planning, portfolio management, and other advisory services to his clients.

Firm Information

Craig Zimmerman is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

12b-1,networking&shareholder serv,product partner arrangements

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Craig Zimmerman’s Registration & Firm History

WI

04/19/2021 - Present

U.s. Bancorp Investments, Inc. (Grafton WI)

WI

01/07/2019 - 12/09/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEQUON WI)

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Licenses & Designations

IA

Issued 02/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Craig Robert Zimmerman. Review regulatory record here.
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