Monte Zilmer, financial advisor Queen Creek AZ
90 score

Monte Zilmer

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2012 - Current 4
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
Contact Info for Monte L. Zilmer
Phone Number: 314-515-2000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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
90
Clean Record
This advisor has a clean track record with regulators.

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