Thomas Zimmer
Thomas Zimmer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kimberly, WI, with 25 years of industry experience. Thomas 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is an investment advisor representative with Securities America Advisors and a financial advisor with Zimmer Financial Group, LLC, dedicating nearly full-time hours to the latter. He also sells fixed life insurance, fixed annuities, and long-term care insurance as an agent for Zimmer Financial Group, LLC, and owns a portion of the building where he conducts his financial advisory services, and works as a model.
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 Registrations4 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.