Monte ZilmerCRD Number: 6137254
Current Firm: Edward Jones
Monte Zilmer (CRD# 6137254) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Edward Jones||St Louis, MO||Nov 2012 - Current||5|
|Vista Pointe Architectural Systems||Gilbert, AZ||Aug 2010 - Nov 2012||2|
|Freshwater Church||Gilbert, AZ||Mar 2010 - Mar 2011||1|
|Love Inc Of Douglas County Lakes Area||Alexandria, MN||Aug 2008 - Mar 2010||1|
|Hilltop Lumber||Alexandria, MN||Aug 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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