Aaron Michael Zimmer

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 09/2015 → 08/2023
  Minnesota Life Ins Co
  St Paul, MN
• 09/2015 → 10/2021
  Cri Securities, Llc
  St Paul, MN
• 09/2015 → Present
  Jacobs Financial
  St Cloud, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St Cloud, MN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Aaron M Zimmer Agency Llc
  St Cloud, MN
• 08/2023 → Present
  North Star Resource Group
  St Cloud, MN

Previous Registrations

• 2015-12-04 → 2023-08-10
  Securian Financial Services, Inc.
  St Cloud, MN
  Saint Cloud, MN
  St. Paul, MN
• 2015-12-04 → 2021-10-25
  Cri Securities, Llc
  St Cloud, MN

Other Businesses

1. JACOBS FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2015 ADDRESS: , St Cloud MN , United States DESCRIPTION: Agent/Broker 2. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2016 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker; 3. NAME OF OTHER BUSINESS: AARON M ZIMMER AGENCY LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2015-10-30

Designations

• Certified Financial Planner