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

Linda J Zimmerman

CFP®

Private Wealth Advisor

President of
Zimmerman and Associates
35
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 25 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

Interests

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

Husband: John

Children: Ryan, Kate, and Abby

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2018 - 2020
  • Five Star Wealth Manager, 2012 - 2021
  • Ameriprise Circle of Success, 2003 - 2012, 2014, 2018-2021
  • Ameriprise Diamond Ring Club, 2009
  • Zimmerman and Associates, Ameriprise Client Experience Award, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Professional associations

  • Financial Planning Association

Community participation

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