Nicholas Zimmerman | Investment & Wealth | Dubuque, IA | U.S. Bancorp Wealth Management

Nick Zimmerman

Wealth Management Trust Advisor
U.S. Bank

563.589.2263

Primary Office
270 W 7th St
Dubuque, IA 52001

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About Me

It is my pleasure to serve the financial needs of people in the Dubuque and local Tri-State area. I started in the financial industry in 1990 and I hold a Bachelor of Arts degree in communications from Loras College in Dubuque, Iowa.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board of the Sisters of Charity, BVM Investment Committee and the board of the Loras College Network of Dubuque. I am a proud supporter of little league baseball and youth hockey. In my other free time, I enjoy fishing, hunting and being in the outdoors with family and friends.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.