Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

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

Linda J Zimmerman

CFP®

Private Wealth Advisor

Chief Executive Officer of Zimmerman and Associates
Learn more about Linda J Zimmerman
Molly Wilson, Financial Advisor serving the Minnetonka, MN area - Ameriprise Advisors

Molly Wilson

BFA, CFP®

Financial Advisor

Chief Operating Officer of Zimmerman and Associates
Learn more about Molly Wilson

Our team

Greggory Dawson

Greggory Dawson

Financial Planning Assistant

Qualifications

  • Series 7

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Sydney Eckhart

Sydney Eckhart

Paraplanner,

Financial Planning Analyst

Qualifications

  • Series 7, Series 66, MN Life & Health

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Ryan Zimmerman

Ryan Zimmerman

Client Service Coordinator,

Operations Director