TrueAdvisor
TrueAdvisor
AZ
AZ

Aaron James Zimmer

Ameriprise Financial Services, LLC
23 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Ameriprise Financial Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12488 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K
Financial Planning:Included in AUM fee

Location

7617 Mineral Point Road, Suite 200, Madison, WI, 53717

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History

Regulatory History (1)
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Customer Dispute
November 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Aaron co-owns a real estate business and is on the board of directors for Zimmer, dedicating minimal time to each. He also has outside employment with CWAG LLC and business ownership, spending about a quarter of his time on these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2002 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLC
November 2002 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLCBroker
November 2002 - Present · 23 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
State Registrations41 states
AKALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.