Kyle B. Zimmerman CFP® CEO
Financial Advisor
319-378-1074
As CEO, Kyle oversees firm direction and strategy at Securian Advisors MidAmerica. With a focus on servant leadership, Kyle concentrates his time on the growth and development of his team. “My dad taught me early on if you take care of your team, they will take care of the clients.”
Kyle also continues to work with clients through his team. “When you look at what our clients’ needs – planning for life – this can only be accomplished through a team.”
Kyle and his wife, Laura, live in his hometown of Cedar Rapids. They have three kids, Owen, Brian, and Jane, and a Bernese Mountain Dog, Gretchen. He enjoys being creative in the kitchen with his kids and playing hockey, basketball, and soccer. While he loves to travel, his favorite place is at home with family and friends.
Credentials
- Certified Financial Planner™
- FINRA Series 7, 24, & 66
- Life and Health Insurance License
- Registered Representative, Securian Financial Services
- Investment Advisor Representative, Securian Financial Services
- Bachelor of Arts, Financial Management, Spanish; University of St. Thomas
Associations
- Cedar Rapids Leadership for Five Seasons, Class of 2016
- Leadership for Five Seasons, Youth Committee
- Tanager Place, Associate Board member
- American Heart Association, Heart Ball Committee
- Kirkwood Learning Center, Financial Literacy volunteer
- Million Dollar Roundtable, member
- National Association of Insurance and Financial Advisors, member
