CRAIG ZIMMERMAN | Financial Advisor | Cedarburg, WI | U.S. Bancorp Wealth Management

wealth management advisor in Cedarburg CRAIG ZIMMERMAN

Wealth Management Advisor
U.S. Bancorp Investments

262.375.6996

Primary office
N61 W6312 Turner Street
Cedarburg, WI 53012

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Ozaukee and Washington County areas. My experience in the financial industry started in 2018 and I became a Wealth Management Advisor in 2021. I hold a Bachelor of Science degree in finance and investments from the University of Wisconsin-Madison. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I serve as treasurer of my local Cub Scouts organization and coaching girls' softball. In my free time, I enjoy playing golf, hiking and spending time with my family. 

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My Offices