Brett Simms, financial advisor Oak Brook IL
88 score

Brett Simms

CRD Number: 6382438
Current Firm: Interactive Financial Advisors

Brett Simms (CRD# 6382438) is an Investment Advisor Representative working at Interactive Financial Advisors in Oak Brook, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Interactive Financial Advisors Oakbrook, IL Aug 2014 - Current 2
Us Fiduciary Services Lisle, IL Apr 2013 - Aug 2014 1
Jpmorgan Chase Oak Bank, IL Aug 2007 - Apr 2013 5
Shepard Summer Tennis Camp Palos Heights, IL Aug 2004 - Aug 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Brett P. Simms
Phone Number: 630-472-1300
Firm Website: http://www.swcares.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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