Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Zimmer is a financial advisor with over 25 years of experience. John is currently registered with Osaic Wealth, Inc. and has been in the industry since May 1997. John has a wide range of experience and holds several licenses and certifications. John is a Certified Financial Planner and holds Series 7, 63, 24, and 65 licenses. John provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (Kimberly WI)
WI
12/27/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Kimberly WI)
WI
07/31/2009 - 12/27/2016
NEXT FINANCIAL GROUP, INC. (KIMBERLY WI)
WI
08/20/2004 - 07/31/2009
MUTUAL SERVICE CORPORATION (KIMBERELY WI)
MO
05/27/1997 - 08/24/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Zimmer is the right advisor for you? Invested Better is here to help.
