Willy ZimmermanCRD Number: 5327436
Current Firm: Waddell & Reed
Willy Zimmerman (CRD# 5327436) is an Investment Advisor Representative working at Waddell & Reed in Saint Paul, MN and has over 9 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Various Insurance Carriers For W&r Insurance Agencies||Woodbury, MN||Jul 2007 - Current||9|
|Waddell & Reed, Inc.||St. Paul, MN||Apr 2007 - Current||10|
|Woodbury Athletic Association: In House Baseball||Woodbury, MN||Mar 2010 - Aug 2012||2|
|Lilypad, LLC||Woodbury, MN||Nov 2006 - Jan 2012||5|
|Jps Pro Realty||Mahtomedi, MN||Aug 2010 - Jun 2011||< 1|
|Real Estate Masters||Little Canada, MN||Jan 2008 - Aug 2010||2|
|Coldwell Banker Burnett||Hudson, WI||Oct 2005 - Oct 2008||3|
|Robbinsdale Area Schools||Golden Valley, MN||Sep 2002 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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