Kyle ZimmermanCRD Number: 5572573
Current Firm: Securian Financial Services, Inc.
Kyle Zimmerman (CRD# 5572573) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Hiawatha, IA and has over 8 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Nations Financial Group, Inc.
|Securian Financial Services, Inc.||St Paul, MN||Jan 2011 - Current||7|
|Minnesota Life Ins Co||St Paul, MN||Jan 2011 - Current||7|
|Securian Advisors Midamerica Inc.||Hiawatha, IA||Jan 2011 - Current||7|
|Axa Advisors, LLC||Oak Brook, IL||Jul 2009 - Dec 2010||1|
|Midwest Financial Solutions||Brooklyn Park, MN||Jan 2008 - May 2009||1|
|University Of St. Thomas||St. Paul, MN||Sep 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV