Jim R. Biermaier
Biermaier Financial Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $10,000
Minimum client income required: $50,000
Title: Financial Consultant
Offering advice since: 2001
Areas of focus:
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
Further information about Jim R. Biermaier:
A life long resident of Hastings, Jim is an active member of the community as the president of the board for the United Way of Hastings as well as a member of the Board of Directors for Park Ridge and Augustana Care Center.
Jim has extensive experience in the financial management industry including life insurance and annuity products. As a financial consultant, Jim holds a Series 7, 63 and 65 license.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Jim holds a Series 7, 63 and 65 license.
Will provide references upon request?
Further information about Biermaier Financial Management:
(Size of firm: 0-9 advisors)
At Biermaier Financial Management we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial dreams and goals.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
Our broker dealer, First Allied Securities, Inc, an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.
Contact Information for Jim R. Biermaier
Phone: (651) 437-0246
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Fax: (651) 437-0368
Address for Jim R. Biermaier:
1320 Vermillion Street
Hastings, MN, 55033
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