Haidi Zimmermann, financial advisor Arlington Heights IL
90 score

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 5 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 6
Primerica Financial Services Arlington Heights, IL Jun 2011 - Current 6
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
Hka Staffing Services (baxter Credit Union) Vernon Hills, IL Apr 2012 - Apr 2013 1
Hka Staffing Services (glenview State Bank) Glenview, IL Feb 2012 - Apr 2012 < 1
Hka Staffing Services (baxter Credit Union) Vernon Hills, IL Nov 2011 - Feb 2012 < 1
Ides Arlington Heights, IL Feb 2011 - Aug 2011 < 1
Guaranteed Rate Chicago, IL Dec 2010 - Jan 2011 < 1
Aerotek Schaumburg, IL Oct 2010 - Nov 2010 < 1
Stearns Lending Roselle, IL May 2010 - Oct 2010 < 1
Ides Arlington Heights, IL Apr 2008 - Apr 2010 2
National City Mortgage Corp. Hoffman Estates, IL Sep 2005 - Mar 2008 2
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: 800-544-5445
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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