Pete Zimmerman is a CFP-designated registered investment advisor at Northland Asset Management, based in Omaha, NE, with 16 years of industry experience. Pete operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1601 Dodge Street, Stop 3284, Omaha, NE, 68197
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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 Activities
Pete owns a personal finance website providing non-investment related information, dedicating a few hours per week. Although Pete is licensed to sell insurance, he currently has no insurance sales activity.
Employment History
Current Registrations
Northland Securities, INC.Broker
Northland Asset Management
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 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.