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William Thomas Zimmer

LPl Financial LLC

Lincoln, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2020-02-27
TX RA APPROVED 2020-02-27
  • NE RA
    APPROVED
    Since 2020-02-27
  • TX RA
    APPROVED
    Since 2020-02-27

Branch Locations

3230 S 13Th Street, Lincoln, NE 68502 • 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
Securities America, Inc. Lincoln NE 01/2007 02/2020
Zimmer Financial Services, Inc Lincoln NE 06/1998 Present
Securities America Advisors Inc Lincoln NE 05/2007 02/2020
Lpl Financial Llc Lincoln NE 02/2020 Present
Zimmer Insurance Group, Inc.; Lincoln NE 01/2005 Present
  • 01/2007 → 02/2020
    Securities America, Inc.
    Lincoln, NE
  • 06/1998 → Present
    Zimmer Financial Services, Inc
    Lincoln, NE
  • 05/2007 → 02/2020
    Securities America Advisors Inc
    Lincoln, NE
  • 02/2020 → Present
    Lincoln, NE
  • 01/2005 → Present
    Zimmer Insurance Group, Inc.;
    Lincoln, NE
Previous Registrations
  • 2007-05-23 → 2020-02-28
    Securities America Advisors, Inc.
    Lincoln, NE
Other Businesses

1. 2/27/20- Zimmer Financial Services - DBA for LPL Business (entity for LPL business)- Inv. Related- Lincoln, NE - 100% 2. 2/27/20- John F. Zimmer Insurance Agency dba Zimmer Insurance Group- Insurance Agency- Inv. Related- Lincoln, NE - start date 10/01/98 - 8/mth- 33 1/3% 3. 2/27/20- Farm- Owner- Non-Inv. Related- Lincoln, NE - start date 9/15/04 - 50% 4. 2/27/20 -Zimmer Building Partners -Real Estate Rental - owner- Inv. Related- Lincoln, NE - start date 9/26/1996- 50% 5. 2/27/2020 - William T. Zimmer Trust - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date: 03/27/2009 - 1 Hour Per Month During Securities Trading - Time Spent 1%. 6. 10/01/2024 - William T Zimmer Trust - Real Estate Rental - Lincoln, NE - Investment Related - Start Date 07/30/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-09
  • S63 Uniform Securities Agent State Law Examination
    1992-12-09
Designations
Other Names
  • Bill Zimmer

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