Michael Zimmer
Michael Zimmer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kimberly, WI, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
717 Eisenhower Dr, Kimberly, WI, 54136
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Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Michael is the President and Board Member of Fox Valley Golf Club, a 1/3 owner of Zimmer Brothers LLC (building ownership), and a financial advisor for Zimmer Financial Group LLC. He also sells fixed annuities, fixed life insurance, and long-term care insurance, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.