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Jeffery Dean Zimmerman

Focus Financial

Minneapolis, MN

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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-06
MN RA APPROVED 2013-12-19
  • TX RA
    APPROVED_RES
    Since 2025-05-06
  • MN RA
    APPROVED
    Since 2013-12-19

Branch Locations

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Minneapolis MN 09/2011 Present
Focus Financial Minneapolis MN 08/2011 Present
  • 09/2011 → Present
    Osaic Wealth, Inc.
    Minneapolis, MN
  • 08/2011 → Present
    Minneapolis, MN
Other Businesses

1. FOCUS FINANCIAL NETWORK, YES, 1300 GODWARD ST NE, SUITE 5500, MINNEAPOLIS, MN 55413, INVESTMENT ADVISOR REPRESENTATIVE, 09/15/11, 50, 50, MONITOR INVESTOR PORTFOLIOS FOR CLIENTS 2. FOCUS FINANCIAL NETWORK, YES, 1300 GODWARD ST NE SUITE 5500, MINNEAPOLIS, MN 55413, AGENT, 09/15/11, 2, 2, SALE AND SERVICE OF FIXED INSURANCE PRODUCTS 3. BUSINESS DEVELOPMENT MANAGER FOR FOCUS FINANCIAL NETWORK INC.; DUTIES INCLUDE TRAINING AND TRANSITION OF NEW ADVISORS AND STAFF; 160 HOURS/ 130 SECURITIES HOURS. 4. TRUSTEE POSITION: Trustee NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/12/1997 ADDRESS: 5432 Aldrich Ave S, Minneapolis MN 55419, United States DESCRIPTION: Will disburse Estate Trust assets upon death of the Grantor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-24
S63 Uniform Securities Agent State Law Examination 1993-07-26
  • S65 Uniform Investment Adviser Law Examination
    1999-06-24
  • S63 Uniform Securities Agent State Law Examination
    1993-07-26
Other Names
  • Jeff Zimmerman

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