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 4 years of experience in the finance industry.
Newman's Financial Planning
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|
|Unemployed||Gilbert, AZ||Apr 2007 - Jul 2007||< 1|
|Design Benefits||Mesa, AZ||Mar 2006 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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)