Craig
Zimmerman
U.S. Bancorp Investments, Inc
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About this Advisor
Craig Zimmerman is a financial advisor working in Milwaukee, Wisconsin who has 2 years of industry experience. Zimmerman is an employee of U.S. Bancorp Investments, Inc. Zimmerman has gained experience at Quincy Recycle, Plastic Reclamation Partners, Jmc Steel, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, U.S. Bancorp Investments, Inc and Clifton Larson Allen. Zimmerman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. U.S. Bancorp Investments, Inc is a financial advisory business based in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 financial advisors. It administers $13 billion in total assets among its 57,394 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 32 charitable organizations. Of its 57,394 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. U.S. Bancorp Investments, Inc has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by U.S. Bancorp Investments, Inc most likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Craig Zimmerman Work History
Craig has been registered as a financial advisor for 2 years.*
U.S. Bancorp Investments, Inc
Clifton Larson Allen
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Quincy Recycle
Plastic Reclamation Partners
Jmc Steel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Zimmerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Bancorp Investments, Inc
San Francisco, CA
Cincinnati, OH
Portland, OR
Spokane, WA
Newport Beach, CA
El Cajon, CA
Saint Louis, MO
Sioux City, IA
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