Alice Zimmerman, financial advisor Sac City IA
93 score

Alice Zimmerman

CRD Number: 4462611
Current Firm: Ameriprise Financial Services, Inc.

Alice Zimmerman (CRD# 4462611) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Sac City, IA and has over 15 years of experience in the finance industry.

Similar Advisors
Jeffrey Boes, financial advisor Sac City IA
Jeffrey E. Boes
CRD# 1682064
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Larry Hecht, financial advisor Sac City IA
Larry E. Hecht
CRD# 1279724
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Matt Ramaekers, financial advisor Sac City IA
Matt J. Ramaekers
CRD# 1978383
Principal Securities, Inc.
Score
96
Company Name Location Dates Years
American Express Financial Advisors Inc. Sioux City, IA Oct 2001 - Current 15
Ids Life Insurance Company Sioux City, IA Oct 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Alice R. Zimmerman
Phone Number: 612-671-3131
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Alice Zimmerman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.