Mitchell Zimmer
Mitchell Zimmer is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodbury, MN, with 2 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
710 Commerce Drive, Suite 140, Woodbury, MN, 55125
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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
Mitchell sells fixed insurance products as an insurance agent since 2020, dedicating a few hours per week. He also works as a financial advisor for Waypoint Wealth Group since 2024, focusing on life insurance, disability insurance, securities, and planning business, which takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations6 states
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