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Patrick Charles Zimmer

Cetera Investment Advisers LLC

Omaha, NE

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-08-10
  • NE RA
    APPROVED
    Since 2023-08-10

Branch Locations

2401 S 130Th Cir, Omaha, NE 68144 • 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
Minnesota Life Insurance Co St. Paul MN 10/2017 08/2023
Securian Financial Services Inc St. Paul MN 10/2017 08/2023
Heritage Financial Services Llc Omaha NE 10/2017 Present
Kiewit Corporation Omaha NE 09/2012 09/2017
Cetera Wealth Services, Llc Omaha NE 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 10/2017 → 08/2023
    Minnesota Life Insurance Co
    St. Paul, MN
  • 10/2017 → 08/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 10/2017 → Present
    Heritage Financial Services Llc
    Omaha, NE
  • 09/2012 → 09/2017
    Kiewit Corporation
    Omaha, NE
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Omaha, NE
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2018-01-16 → 2023-08-10
    Securian Financial Services, Inc.
    Omaha, NE
    St. Paul, MN
Other Businesses

1) HERITAGE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2017 ADDRESS: , Omaha NE , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: FIRST LUTHERAN CHURCH PLATTSMOUTH NE; INVESTMENT RELATED: NO; ADDRESS: 1025 AVENUE D PLATTSMOUTH, NE 68048; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAY INVOICES, KEEP RECEIPTS, PAY MONTHLY EXPENSES, MAINTAIN UPDATED BANKING RECORDS, PERFORM QUICKBOOK TASKS, PREPARE REPORTS FOR BOARD, PAYROLL;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-22
  • S66 Uniform Combined State Law Examination
    2017-12-22
Designations
Other Names
  • Patrick Zimmer

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