Michael Francis Zimmer

Current Employers

Employment History

• 07/2009 → 12/2016
  Next Financial Group Inc
  Kimberly, WI
• 12/2016 → 06/2024
  Securities America, Inc.
  Kimberly, WI
• 12/2016 → 06/2024
  Securities America Advisors, 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.
  Houston, TX
  Kimberly, WI
• 2009-01-27 → 2009-07-31
  Mutual Service Corporation
  Kimberely, WI
• 1993-08-12 → 2004-08-25
  Ffp Advisory Services Inc
  Kimberly, WI

Other Businesses

**SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 12/2016 - LOCATED AT 717 Eisenhower, Kimberly, WI 54136 **FOX VALLEY GOLF CLUB POSITION: President/ Board Member NATURE: President of Fox Valley Golf Club and Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2014 ADDRESS: W1759 Cty Hwy UU, Kaukauna WI 54130 DESCRIPTION: President and Board Member **ZIMMER BROTHERS LLC POSITION: 1/3 owner NATURE: d/b/a for building ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2007 ADDRESS: 717 Eisenhower Dr, Kimberly WI 54136 DESCRIPTION: 1/3 owner of the building in which I conduct my financial advisory services **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: 06/14/1993 ADDRESS: 717 Eisenhower Dr, Kimberly WI 54136, United States DESCRIPTION: Financial Advisory Services **ZIMMER FINANCIAL GROUP LLC POSITION: Agent NATURE: Fixed Annuities, Fixed Life Insurance, Long Term Care INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/14/1993 ADDRESS: 717 Eisenhower Dr, Kimberly WI 54136, United States DESCRIPTION: Sales and service of Fixed Annuities, Fixed Life Insurance and Long Term Care Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1993-06-14

Designations

Other Names

• Mike Zimmer