Connor Zimmer (CRD# 6992555) is an Investment Advisor Representative working at Rooted Wealth Advisors in Denver, CO and has over 5 years of experience in the finance industry. Connor Zimmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rooted Wealth Advisors | Bourbonnais, IL | Jul 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | May 2022 - Jun 2023 | 1 |
| Summit Wealth Group | Lakewood, CO | May 2022 - Jun 2023 | 1 |
| Commonwealth Financial Network | Waltham, MA | Apr 2020 - May 2022 | 2 |
| Summit Wealth Group | Lakewood, CO | Mar 2020 - May 2022 | 2 |
| Diversified Asset Management, Inc. | Boulder, CO | Sep 2018 - Mar 2020 | 1 |
| Foresters Financial Services | Denver, CO | Jul 2018 - Sep 2018 | < 1 |
| American Agcredit | Greeley, CO | May 2017 - May 2018 | 1 |
| Colorado State University | Fort Collins, CO | Aug 2014 - May 2018 | 3 |
| Home Depot | Fort Collins, CO | Jun 2016 - Aug 2016 | < 1 |
| Boulder County | Longmont, CO | Jun 2014 - Aug 2015 | 1 |
| Niwot High School | Niwot, CO | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- CO
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts1,909ACCOUNTS
-
Average Account Value$116,834
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, IN, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.