Drake Zimmerman (CRD# 1070600) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Normal, IL and has over 41 years of experience in the finance industry. Drake Zimmerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Normal, IL | Sep 2022 - Current | 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| First Allied Securities, Inc. | San Diego, CA | Dec 1994 - Sep 2022 | 27 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Nov 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1982 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- IL
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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