Willy Zimmerman (CRD# 5327436) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Elmo, MN and has over 16 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lake Elmo, MN | Jul 2021 - Current | 2 |
| Woodbury High School Girls Hockey Booster Club | Woodbury, MN | May 2021 - Jul 2021 | < 1 |
| Cedar Ridge Wealth Management Group | Saint Paul, MN | Aug 2016 - Jul 2021 | 4 |
| Cedar Ridge Wealth Management Group Ltd (dba) | Saint Paul, MN | Aug 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Woodbury, MN | Jul 2007 - Jul 2021 | 14 |
| Waddell & Reed Inc. | Lake Elmo, MN | Apr 2007 - Jul 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- MN
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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