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Jordan Zimmerman, Associate Financial Advisor serving the LaCrosse, WI area - Ameriprise Advisors

Jordan Zimmerman

Associate Financial Advisor

Gillespie & Associates
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Financial planning for small business
  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Education

  • Michigan State University - Bachelor's in Economics - 2021

Previous experience

  • Financial Advisor, Merchants Bank/Osaic Wealth, 2021-2025, Winona, MN, 3
  • Professional Baseball Player, Los Angeles Angels, 2016-2020, Anaheim, CA, 4

Community participation

  • Youth baseball coach for the Boy's and Girl's Club of La Crosse.

Interests

  • Spending time with my wife, Abby, and our two goldendoodles, Finn and Gypsy.
  • Health and fitness.
  • Downhill skiing/snowboarding
  • Boating
  • Golfing
  • Coaching baseball
  • Watching the La Crosse Loggers
  • Classic cars
  • Home renovations

Advisor for athletes, families, and pros

While I work with all kinds of clients—individuals, families, and professionals—I have experience working with professional athletes. As a former professional baseball prospect who received a signing bonus, I've worked with the complexities of sudden wealth, volatile endorsements, and short professional careers. I help create tailored financial plans for client's futures, from tax-efficient strategies to long-term investments. For families and professionals, I offer retirement planning, wealth growth strategies and charitable giving solutions to help build legacies. Whether you’re on the field or planning for tomorrow, I’m here to help. Contact me today to create your personalized financial game plan.