Jeffrey Jon Zimmer

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 02/2017
  Ameriprise Financial Services, Inc.
  Madison, WI
• 03/2017 → 06/2017
  American Family Insurance
  Madison, WI
• 06/2017 → 05/2024
  Bankers Bank
  Madison, WI
• 07/2017 → 05/2024
  Lpl Financial Llc
  Madison, WI
• 05/2024 → 07/2025
  Ameriprise Financial Services, Llc
  West Orange, NJ
• 07/2025 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Previous Registrations

• 2024-05-13 → 2025-07-28
  Ameriprise Financial Services, Llc
  West Orange, NJ
• 2017-07-05 → 2024-05-16
  Lpl Financial Llc
  Madison, WI
  Kewanee, IL
  Newell, IA
• 2015-04-15 → 2017-03-14
  Ameriprise Financial Services, Llc
  Madison, WI
• 2013-09-23 → 2015-05-01
  Lpl Financial Llc
  Madison, WI
  Janesville, WI
  Stanley, WI
  Neenah, WI
  Ripon, WI
  Appleton, WI
  Appleton, WI
  Menasha, WI
  Oshkosh, WI
  Sun Prairie, WI
  New Berlin, WI
  Oshkosh, WI
  Monroe, WI
  Stoughton, WI
  Brookfield, WI
  Richland Center, WI
  Mount Horeb, WI
  Boscobel, WI
  Waunakee, WI
  Madison, WI
  Janesville, WI
  Berlin, WI
  Madison, WI
  Plover, WI
  Madison, WI
  Madison, WI
  Chippewa Falls, WI
  Fitchburg, WI
  Viroqua, WI
  Dodgeville, WI
  Madison, WI
  Eau Claire, WI
  Oshkosh, WI
  Verona, WI
  Madison, WI
  Delavan, WI
  Greenfield, WI
  Glendale, WI
  Madison, WI
  Praire Du Chien, WI
  Deforest, WI
  New Glarus, WI
  Middleton, WI
  Stevens Point, WI
  Monona, WI
  Oregon, WI
  Lancaster, WI
  West Allis, WI
  Franklin, WI
  Platteville, WI
  Winneconne, WI
  Menomone Falls, WI
  Wautoma, WI
  Appleton, WI
• 2013-02-27 → 2013-09-03
  Waddell & Reed
  Madison, WI
• 2007-07-26 → 2013-02-27
  Cuna Brokerage Services, Inc.
  Fitchburg, WI
  Waverly, IA
  Madison, WI
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2001-10-18

Other Names

• Jeff Zimmer
• Jeffrey J Zimmer
• Jeffrey Zimmer
• Jeff Jon Zimmer
• Jeff J Zimmer