Steven Zimmerman (CRD# 3269840) is an Investment Advisor Representative working at Thrivent Asset Management, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Minneapolis, MN | Jan 2017 - Current | 7 |
| Thrivent Distributors, LLC | Minneapolis, MN | Jan 2017 - Current | 7 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Jan 2017 - Jun 2019 | 2 |
| Unemployed | Commerce Township, MI | Nov 2016 - Jan 2017 | < 1 |
| Fred Alger & Company, Inc. | New York, NY | May 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MN
-
Total Assets Under Management30,311MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$918,513,807
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Other
MN, WI
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