Craig Zimmerman
Craig Zimmerman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Grafton, WI, with 6 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
2368 Washington St, Grafton, WI, 53024
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Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Craig is a board member at the Cedarburg Cultural Center, volunteering to enrich the community with art, music, and history. This activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 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.