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Julia U Zimmermann

Ameriprise Financial Services, LLC

Hunt Valley, MD

Edina, MN

Baltimore, MD

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-06-20
MD RA APPROVED 2022-07-14
  • NE RA
    APPROVED
    Since 2025-06-20
  • MD RA
    APPROVED
    Since 2022-07-14

Branch Locations

303 International Cir Ste 490, Hunt Valley, MD 21030 • United States

7601 France Ave S Ste 300, Edina, MN 55435 • United States

Baltimore, MD • 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
Ameriprise Financial Services, Inc. Minneapolis MN 06/2015 03/2020
Ameriprise Financial Services, Llc Mount Laurel NJ 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
S63 Uniform Securities Agent State Law Examination 2008-09-27
  • S66 Uniform Combined State Law Examination
    2022-07-08
  • S63 Uniform Securities Agent State Law Examination
    2008-09-27
Other Names
  • Julia Marie Underkofler
  • Julia Underkofler
  • Julia M Underkofler
  • Julia Zimmermann

View on SEC IAPD

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GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
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