AdvisorOS Directory
Claim Profile
JZ

Julie Ann Zimmerman

LARAWAY FINANCIAL ADVISORS, INC.·ST. CLOUD, Minnesota
Unclaimed Profile
1219 33RD STREET SOUTH, ST. CLOUD, MN 56301CRD# 5600508Firm CRD# 114674
01

About

Julie Ann Zimmerman is a registered financial advisor based in ST. CLOUD, Minnesota, affiliated with LARAWAY FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LARAWAY FINANCIAL ADVISORS, INC.
LFA
AUM
$280M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LARAWAY FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5600508
Firm CRD# 114674
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. CLOUD?

Browse all registered financial advisors in ST. CLOUD, Minnesota or claim this profile if it's yours.

Browse ST. CLOUD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Julie Ann Zimmerman offer?
Julie Ann Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. CLOUD, Minnesota for a consultation.
What are Julie Ann Zimmerman's credentials?
Julie Ann Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Zimmerman located?
Julie Ann Zimmerman is based in ST. CLOUD, Minnesota, working with LARAWAY FINANCIAL ADVISORS, INC.. Their office serves clients in the ST. CLOUD metropolitan area and surrounding communities.
How does Julie Ann Zimmerman charge for services?
Julie Ann Zimmerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LARAWAY FINANCIAL ADVISORS, INC.?
LARAWAY FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ST. CLOUD
Thomas Donald St Hilaire — MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.Arthur Raymond Monaghan — GRANITE EQUITY PARTNERS LLCPatrick Kent Edeburn — GRANITE EQUITY PARTNERS LLCRichard Leo Bauerly — GRANITE EQUITY PARTNERS LLCChristopher L Wayne — LARAWAY FINANCIAL ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile