Kyle Brian Zimmerman

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

• 01/2011 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 01/2011 → 08/2023
  Minnesota Life Ins Co
  St Paul, MN
• 01/2011 → Present
  Securian Advisors Midamerica Inc
  Hiawatha, IA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Cedar Rapids, IA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Guide Wealth Partners
  Cedar Rapids, IA

Previous Registrations

• 2011-01-13 → 2023-08-10
  Securian Financial Services, Inc.
  Cedar Rapids, IA
  St. Paul, MN
• 2010-03-17 → 2010-12-31
  Equitable Advisors, Llc
  Oak Brook, IL
  Oak Brook, IL
  New York, NY

Other Businesses

1. SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 2. OLD MISSION POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 06/03/2020 ADDRESS: 315 Andover Ln SE, Cedar Rapids IA 52403, United States DESCRIPTION: Purchase and renovation of an office building in which SAMA will be a tenant on the second floor and a different business will be on the first floor. 3. NAME OF OTHER BUSINESS: CEDAR RAPIDS METRO ECONOMIC ALLIANCE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOARD; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE IDEAS AND FEEDBACK ON COMMUNITY INITIATIVES TO THE CEDAR RAPIDS METRO ECONOMIC ALLIANCE; 4. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: PARTNER/CEO, APX NUMBER OF HOURS PER WEEK: 45, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2009-09-15

Designations

• Certified Financial Planner