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Our financial advice team


Linda J Zimmerman, Private Wealth Advisor serving the Minnetonka, MN area - Ameriprise Advisors

Linda J Zimmerman

CFP®

Private Wealth Advisor

Zimmerman and Associates
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Charitable Giving
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Winona State University, Winona, MN-Bachelor of Arts in Business Administration

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Zimmerman and Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Five Star Wealth Manager, 2012 - 2024
  • Ameriprise Circle of Success, 2003 - 2012, 2014, 2018-2023
  • Ameriprise Circle of Success Diamond Ring, 2009
  • Zimmerman and Associates, Ameriprise Client Experience Award, 2021-2023
  • Working Mother Top Wealth Advisor Moms, 2018 - 2020

Professional associations

  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Make a Wish
  • Second Harvest Heartland
  • Feed My Starving Children
  • Special Olympics

Interests

Family Time, Travel, Photography, Sporting Events, Party Planning, Biking, Golf, and Piano.

Husband: John

Children: Ryan, Kate, and Abby