AZ
CFP
AZ
CFP

Aaron Zimmer

10 Years of Experience
St Cloud, MN
BrokerSells Insurance

Aaron Zimmer is a CFP-designated registered investment advisor, based in St Cloud, MN, with 10 years of industry experience.

Location

1407 33rd St S, St Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron is an agent/broker for Jacobs Financial and North Star Consultants & Brokerage, dedicating minimal time to each. He also owns Aaron M Zimmer Agency LLC, a financial services DBA, spending nearly full-time hours on it, most of which are during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
December 2015 - August 2023 · 7 yrs 8 mos
Cri Securities, LLC
December 2015 - October 2021 · 5 yrs 10 mos
Securian Financial Services, INC.Broker
October 2015 - August 2023 · 7 yrs 10 mos
Cri Securities, LLCBroker
October 2015 - October 2021 · 6 yrs
State Registrations8 states
COFLMNNDOHPRSCSD
AdvisorBrokerBoth

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
No exam information available for this advisor.
Aaron Zimmer - Financial Advisor | TrueAdvisor