Haidi ZimmermannCRD 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|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|
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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