Mitch M. Zimmer Email & Phone Number

Growing up blue collar in a small town in North Central Minnesota shaped my belief of what my future could look like. As I wasn’t surrounded by wealth and was naïve to how it was built, I was ignorantly content with my direction in life. What I did know was that I needed to gain an education.It wasn’t until my university experience that it became clear to me that my path was in helping people achieve financial independence. I’ve since spent my entire career in financial services striving to make an impact. I’ve accomplished this through face-to-face client conversations, as well as recruiting, launching, and training financial advisors. All in an effort build holistic, advice-based practices. Today, I’ve partnered with Kyle Heller – Wealth Advisor and CFP in building Waypoint Wealth Group.Like me, prior to entering financial services, many Americans possess a general understanding of basic financial concepts. Many also believe their best route for financial success is the classical DIY approach; the do-it-yourself approach can work for some, but the majority need guidance, direction, and accountability.In my career, the folks I’ve been inspired by the most are entrepreneurs and business owners – Here are some interesting statistics: • 99.9% of businesses across the US are small businesses • Nearly half of all U.S. employees are employed by a small businessAt Waypoint Wealth group, we serve all types of families and individuals. As a financial professional, I’ve developed a strong conviction to support small business owners in succeeding and supporting their employees. Services: • Business Owner Solutions o Business Valuations o Buy/Sell Planning o Key Person Planning o Employee Benefits and Financial Wellness o Exit/Succession Planning • Comprehensive Personal Financial Planning • Wealth management • Investments • Tax-efficient investment strategies* • Retirement Strategies • Risk Management • Income protection strategies • Wealth Accumulation • Debt management • Education funding strategiesSecurities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Listed skills include Talent Acquisition, College Recruiting, Internship Specialist, Risk Management, and 5 others.