Kenneth Simmons (CRD# 2572166) is an Investment Advisor Representative working at Simmons Financial Services, Inc. in Richmond, MI and has over 29 years of experience in the finance industry. Kenneth Simmons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 3151669
Esi Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horwitz & Associates, Inc. | Northbrook, IL | Jul 2004 - Current | 19 |
| Heritage Estate Planning, Dba | Richmond, MI | May 2000 - Current | 23 |
| Simmons Financial Services, Inc. | Clinton Twp., MI | May 2000 - Current | 23 |
| Kenneth L Simmons (self Employment) | Mt Clemens, MI | Mar 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
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Total Assets Under Management1MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$40,625
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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