Kyle Zimmerman
Kyle Zimmerman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Rapids, IA, with 17 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
711 2nd Ave Se, Ste 200, Cedar Rapids, IA, 52401
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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
Kyle is an agent/broker for SAMA Fixed Insurance, a board member for Tanager Place and Cedar Rapids Metro Economic Alliance, and owns rental property. He is also a Partner/CEO for Guide Wealth Partners, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations42 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.
Exams
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