Dennis Szymanski (CRD# 4454278) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 22 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplicity Wealth, LLC | Summit, NJ | Sep 2019 - Current | 4 |
| Platinum Home Mortgage, Dba Great Lakes Mortgage Financial | Sterling Heights, MI | Mar 2017 - Current | 7 |
| First Fruits Metals Exchange | Linden, MI | Dec 2011 - Current | 12 |
| First Fruits Asset Management | Linden, MI | Jan 2011 - Current | 13 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Aug 2010 - Sep 2019 | 9 |
| Star Mortgage Of America, Inc. | Fenton, MI | Dec 2009 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- MI
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Total Assets Under Management3,167MILLIONS
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Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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