Michael
Simmons
Transitions Wealth Management, LLC
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About this Advisor
Michael Simmons is a financial advisor working in Englewood, Colorado with a total of 16 years of industry experience. Simmons is currently employed by Transitions Wealth Management, LLC. They have spent their entire time as a financial advisor at Transitions Wealth Management, Llc. Simmons maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Transitions Wealth Management, LLC is a registered investment business that has its headquarters in Denver, CO. It handles $392 million in total assets among its 391 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 391 customer accounts, 35% belong to high-net-worth individuals who have greater than $1 million in assets. Transitions Wealth Management, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services offered. However, fee types charged by Transitions Wealth Management, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transitions Wealth Management, LLC Brokerage Details
$391,584,775
7
391
$1,001,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Simmons Work History
Michael has been registered as a financial advisor for 16 years.*
Ws Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Simmons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transitions Wealth Management, LLC
Denver, CO
Denver, CO
Englewood, CO
Denver, CO
Englewood, CO
Englewood, CO
Englewood, CO
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