Meet the Professional
Unqualified references of Expert are difficult to substantiate to regulators
Chad Zimmerman
Sr. Financial Advisor, Owner/Partner
FOCUS
We provide comprehensive wealth management strategies and outstanding client service to individuals and their families. Taking the time to get to know each person, we build plans to address each client’s unique needs to help pursue their goals throughout their financial journey.
Background & Experience
I began my career and a Financial Advisor with Edward Jones in 1999, where I remained until joining RBC Wealth Management in 2009. Upon joining RBC Wealth Management, I was given the title of Associate Vice President – Financial Advisor in accordance with my prior experience and accomplishments. I joined NorthStar Financial Group in 2019 with the goal of providing the highest level of service to my clients.
I received a Bachelors Degree in Business Administration from Concordia College – Moorhead in 1995. I also hold the essential securities and insurance licenses, including the Series 7, 63 and 66 licenses, necessary to provide comprehensive financial solutions. My extensive experience allows me to take a well balanced and long term approach to managing my clients investment portfolios.
Away From The Office
I grew up in Cambridge, Minnesota. My wife Stacie and I live in Fargo and have one son, Zac. My interests outside of work include golfing, hockey, boating and spending time with family and friends.
