Scott Simons (CRD# 4969653) is an Investment Advisor Representative working at Ridgeline Wealth Planning LLC in Centerville, OH and has 1 year of experience in the finance industry. Scott Simons 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# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgeline Wealth Planning LLC | Dayton, OH | Jul 2020 - Current | 3 |
| Financial Counseling Inc. | Springboro, OH | Apr 2006 - Oct 2020 | 14 |
| Broker Dealer Financial Services | West Des Moines, IA | Oct 2013 - Oct 2018 | 5 |
- CA
- FL
- MI
- NC
- OH
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts1,170ACCOUNTS
-
Average Account Value$125,961
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, MI, NC, OH, TX
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