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Corey Zimmermann

10 Years of Experience
Hutchinson, MN
Broker

Corey Zimmermann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hutchinson, MN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

135 3rd Avenue Se, Hutchinson, MN, 55350

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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 Activities

Corey is a branch manager and owner of Hutchinson Financial since 2019, where he buys/sells securities, attends client meetings, and does goal planning. This takes about half of Corey's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2015 - Present · 10 yrs 5 mos
State Registrations18 states
AZCACOFLGAHIIAILINMNMONEORSDTXVAWAWI
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.
Corey Zimmermann - Financial Advisor | TrueAdvisor