Linda Joan Zimmerman

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-07-12
GA	RA	APPROVED	2019-01-31
MN	RA	APPROVED	2013-11-20

TX RA
APPROVED

Since 2021-07-12
GA RA
APPROVED

Since 2019-01-31
MN RA
APPROVED

Since 2013-11-20

Branch Locations

Eden Prairie, MN • United States

7500 Olson Memorial Hwy Ste 155, Golden Valley, MN 55427 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Minnetonka	MN	11/1987	03/2020
Ameriprise Financial Services, Llc	Minnetonka	MN	03/2020	Present

11/1987 → 03/2020

Ameriprise Financial Services, Inc.

Minnetonka, MN
03/2020 → Present

Ameriprise Financial Services, Llc

Minnetonka, MN

Other Businesses

Business Ownership; Zimmerman, Wilson & Associates; Co-owner; Manage Ameriprise Business; 7500 Olson Memorial Highway, Suite 155, Golden Valley, MN, 55427; Investment-Related; 02/12/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Zimmerman, Wilson & Associates; Co-owner; Manage advisory business; 7500 Olson Memorial Highway, Suite 155, Golden Valley, MN, 55427; Investment-Related; 02/12/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-07-08

S63 Uniform Securities Agent State Law Examination

1987-07-08

Designations

Certified Financial Planner

Other Names

Linda Joan Brakke
Linda Brakke Zimmerman
Linda J Zimmerman

View on SEC IAPD