Pete Zimmerman, financial advisor La Vista NE
93 score

Pete Zimmerman

CRD Number: 5603964
Current Firm: Securities America Advisors, Inc.

Pete Zimmerman (CRD# 5603964) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. La Vista, NE Oct 2010 - Current 6
Securities America Inc. La Vista, NE Oct 2008 - Current 8
Pioneer Investments Omaha, NE Sep 2007 - Oct 2008 1
Iowa State University Ames, IA Aug 2004 - Sep 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Pete J. Zimmerman
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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