Haidi Zimmermann, financial advisor Arlington Heights IL

Haidi Zimmermann

CRD Number: 6013854
Current Firm: Primerica Advisors

Haidi Zimmermann (CRD# 6013854) is an Investment Advisor Representative working at Primerica Advisors in Arlington Heights, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Arlington Heights, IL Apr 2012 - Current 11
Primerica Financial Services Arlington Heights, IL Jun 2011 - Current 12
Kforce Tampa, FL Nov 2019 - Jan 2020 < 1
Search Pros Staffing Sacramento, CA Oct 2019 - Oct 2019 < 1
Experis (jpmorgan Chase) Downers Grove, IL Feb 2017 - Mar 2017 < 1
Robert Half Financial Services (the Privatebank) Worth, IL Dec 2015 - Dec 2016 1
Hka Staffing Services (wintrust Mortgage) Rosemont, IL Feb 2015 - Oct 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Haidi Zimmermann
Phone Number: 833-786-0550
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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