Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zimmer has over 30 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative. Michael is currently a financial advisor with Osaic Wealth, Inc., located in Kimberly, WI. Prior to joining Osaic Wealth, Inc., Michael was with Securities America, Inc. Michael's areas of expertise include financial planning, retirement planning, and portfolio management. Michael holds the Series 6, 7, 24, 51, 63 and 65 licenses. He is also a Certified Financial Planner.
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.
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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
06/15/1993 - 08/24/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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