John David Zimmer

Current Employers

Employment History

• 07/2009 → 12/2016
  Next Financial Group Inc
  Kimberly, WI
• 12/2016 → 06/2024
  Securities America Advisors, Inc.
  Kimberly, WI
• 12/2016 → 06/2024
  Securities America, Inc.
  Kimberly, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Kimberly, WI

Previous Registrations

• 2016-12-27 → 2024-06-14
  Securities America Advisors, Inc.
  Kimberly, WI
• 2009-07-31 → 2016-12-27
  Next Financial Group, Inc.
  Kimberly, WI
• 2009-01-27 → 2009-07-31
  Mutual Service Corporation
  Kimberly, WI
  Kimberely, WI
• 1998-12-14 → 2004-08-24
  Ffp Advisory Services Inc
  Kimberly, WI

Other Businesses

1. SECURITIES AMERICA ADVISORS -INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 12/2016 - LOCATED AT 717 EISENHOWER DR, Kimberly, WI 54136 2. ZIMMER FINANCIAL GROUP LLC - DBA 3. ZIMMER FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: d/b/a for financial advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 142 START DATE: 05/01/1997 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136 DESCRIPTION: Financial Advisory Services 4. ZIMMER BROTHERS LLC POSITION: 1/3 owner NATURE: d/b/a for building ownership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/31/2007 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136 DESCRIPTION: 1/3 owner of the building in which I conduct my financial advisory services 5. ZIMMER FINANCIAL GROUP LLC POSITION: Agent NATURE: Fixed Annuities, Fixed Life Insurance and Long Term Care Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/05/1998 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136 DESCRIPTION: Sales and service of Fixed Annuities, Fixed Life Insurance and Long Term Care Insurance 6. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/05/1997 ADDRESS: 717 Eisenhower Drive, Kimberly WI 54136 DESCRIPTION: Notary Public 7. JDZ REAL ESTATE LLC POSITION: Sole Owner NATURE: Single Family Home Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2022 ADDRESS: W5942 Strawflower Drive, APPLETON WI 54915, United States DESCRIPTION: I am the sole owner of the LLC which owns single family home rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-20
• S63 Uniform Securities Agent State Law Examination
  1997-05-19

Designations