Chad Zimmerman
Chad Zimmerman is a registered investment advisor at Commonwealth Financial Network, based in West Fargo, ND, with 26 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
3250 Oak Ridge Loop E, West Fargo, ND, 58078
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Regulatory History (1)
Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Chad sells fixed insurance and is a co-owner of NorthStar Financial Group, LLC, Chad Zimmerman, LLC, and Cave Dweller, LLC. Chad Zimmerman, LLC takes nearly all of his time, while the other activities require minimal time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Edward JonesBroker
State Registrations9 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.