Brett
Simms
Interactive Financial Advisors
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About this Advisor
Brett Simms is a financial advisor based in Chicago, Illinois, working with Interactive Financial Advisors. Brett has previously held positions at Interactive Financial Advisors and Us Fiduciary Services. Brett has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Brett is part of Interactive Financial Advisors, which operates out of Chicago, Illinois. The firm has 21 offices and 36 employees. The firm manages assets totaling $284.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Interactive Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$284,940,831
36
3,152
$90,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brett Simms Work History
Interactive Financial Advisors
Us Fiduciary Services
Disclosures
Please visit the SEC profile of Brett Simms 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 Interactive Financial Advisors
Kill Devil Hills, NC
Chicago, IL
Onalaska, WI
Newport News, VA
New Lenox, IL
Heathsville, VA
Great Falls, MT
El Reno, OK
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
