Jeff Zimmerman

Financial Advisor

Jeff has been working as a financial professional by helping clients identify and reach their financial goals since 1998. He serves a wide range of clients from single professionals to executives, baby boomers looking toward retirement, retired seniors and those in between. He graduated from the Carlson School of Management at the University of Minnesota with a Bachelor of Science in Business with an emphasis in Finance. Outside of the office Jeff is avid runner and cyclist. He also enjoys attending sporting events and seeing live music. Jeff is married with four children.

651-379-3937 Direct Phone
888-631-8166 Toll Free
651-631-1139 Fax Number


Jeff offers comprehensive financial planning with the goal of helping you make the most of your financial future.  His strength is in analysis and he takes the time necessary to develop a plan that matches your goals while understanding your tolerance for risk.  His services include, but are not limited to the following:

  • Retirement and Estate planning
  • Education Savings
  • Life Insurance
  • 401(k) plans
  • Long-Term Care Insurance

Jeff partners with various others professionals to offer tax management, estate planning and risk management advice in order to offer a more complete portfolio analysis.  His independent status as a financial advisor results in more options for his clients to utilize in order to reach their goals.


1300 Godward St NE
Suite 5500
Minneapolis MN 55413