Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Zimmer is a financial advisor with Osaic Wealth, Inc. based in Kimberly, Wisconsin. Thomas has over 23 years of experience in the financial services industry and is a Certified Financial Planner. Thomas has a wide range of experience in financial planning, portfolio management, and retirement planning. Thomas is committed to helping clients achieve their financial goals through personalized financial advice. Thomas is a highly qualified and experienced financial advisor who is committed to providing exceptional client service.
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
08/30/2000 - 08/24/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 11/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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