Kyle Zimmerman, financial advisor Hiawatha IA
93 score

Kyle Zimmerman

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services, Inc. St Paul, MN Jan 2011 - Current 5
Minnesota Life Ins Co St Paul, MN Jan 2011 - Current 5
Securian Advisors Midamerica Inc. Hiawatha, IA Jan 2011 - Current 5
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
Noonan Construction Edina, MN Jun 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Kyle B. Zimmerman
Phone Number: 651-665-5609
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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