Patrick Zimmer is a CFP-designated registered investment advisor, based in Omaha, NE, with 8 years of industry experience.
Location
2401 S 130th Cir, Omaha, NE, 68144
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick works as an agent/broker for Heritage Fixed Insurance, selling fixed insurance products since 2017. This activity takes a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
January 2018 - August 2023 · 5 yrs 7 mos
Securian Financial Services, INC.Broker
November 2017 - August 2023 · 5 yrs 9 mos
State Registrations4 states
CAIAKSNE
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.