Corey ZimmermannCRD Number: 6573434
Current Firm: Raymond James Financial Services Advisors, Inc.
Corey Zimmermann (CRD# 6573434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hutchinson, MN and has over 7 years of experience in the finance industry.
Valmark Advisers, Inc.
|Holy Trinity Catholic Church||Winsted, MN||Nov 2019 - Current||4|
|Raymond James Financial Services, Inc.||Hutchinson, MN||Mar 2016 - Current||7|
|Raymond James Financial Services Advisors Inc.||Hutchinson, MN||Mar 2016 - Current||7|
|Pheasants Forever||Lester Prairie, MN||Sep 2016 - Sep 2022||6|
|Minnesota Air National Guard||Duluth, MN||Oct 2016 - Dec 2019||3|
|Zimmermann Consulting||Lester Prairie, MN||May 2016 - May 2017||1|
|Raymond James Financial Services, Inc.||Hutchinson, MN||Oct 2015 - Mar 2016||< 1|
|Individual Consultant||Lester Prairie, MN||Sep 2013 - Oct 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2016|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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