Craig Zimmerman (CRD# 7037239) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Grafton, WI and has over 5 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Cedarburg, WI | Apr 2021 - Current | 3 |
| Clifton Larson Allen | Wauwatosa, WI | Dec 2020 - Apr 2021 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2019 - Nov 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2018 - Nov 2020 | 2 |
| Northwestern Mutual Investment Services LLC | Mequon, WI | Nov 2018 - Nov 2020 | 2 |
| Unemployed | Cedarburg, WI | May 2018 - Oct 2018 | < 1 |
| Quincy Recycle | West Bend, WI | Jan 2017 - May 2018 | 1 |
| Plastic Reclamation Partners | Chicago, IL | Aug 2015 - Nov 2016 | 1 |
| Unemployed | Downers Grove, IL | Apr 2015 - Aug 2015 | < 1 |
| Jmc Steel | Chicago, IL | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- WI
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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