Ray Zimmermann has been in the securities and investment business for over 22 years, branch manager of an investment securities office for over eight years and municipal securities principal for one year. Presently he is a Series 24 registered principal and is licensed in securities and investment advisory services (Series 7, 53, 63, 65, 66). Ray also holds an insurance license representing an ability to offer life insurance through several of the nation's premier insurance companies. He is registered to offer securities in 12 different states with his primary focus being the people of Minnesota.
Prior to entering the securities business, Ray spent 18 years managing a multi-million dollar agri-business. He is a past treasurer of the Manuella Lake Association and very active in area improvements. Ray is a member of St. John's Catholic Church of Darwin serving on the finance committee.
Ray prides himself on being knowledgeable about all facets of the securities business. Each year he spends countless hours in seminars and training that allows him to stay on the cutting edge with both strategies and products available to aide in advising his clients.
Mr. Zimmermann's practice is wide-reaching in scope including retirement planning, investment counseling, college funding strategies, along with tax deferral strategies.
Ray's financial problem solving and his ability to relate to his clients' situation are some of his strongest traits.