Craig
Simmons
Skyoak Wealth
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About this Advisor
Craig Simmons is a financial advisor based in Southfield, Michigan, working with Skyoak Wealth. Craig has previously held positions at Brandt, Kelly & Simmons Securities, LLC, Bks Advisors, LLC, and Skyoak Wealth, LLC. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Craig is part of Skyoak Wealth, which operates out of Southfield, Michigan. The firm has 1 office and 10 employees. The firm manages assets totaling $497.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Skyoak Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Skyoak Wealth Brokerage Details
$497,021,373
10
1,175
$422,997
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Craig Simmons Work History
Skyoak Wealth, LLC
Brandt, Kelly & Simmons Securities, LLC
Bks Advisors, LLC
Brandt, Kelly & Simmons Securities, LLC
Disclosures
Please visit the SEC profile of Craig 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 Skyoak Wealth
Southfield, MI
Medford, OR
Southfield, MI
Southfield, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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