Dennis
Szymanski
Simplicity Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Dennis Szymanski is a financial advisor based in Linden, Michigan, working with Simplicity Wealth. Dennis has previously held positions at Redhawk Wealth Advisors, Inc, Star Mortgage Of America, Inc, First Fruits Metals Exchange, Simplicity Wealth, LLC, Platinum Home Mortgage, Dba Great Lakes Mortgage Financial, and First Fruits Asset Management. Dennis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Dennis is part of Simplicity Wealth, which operates out of Linden, Michigan. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dennis Szymanski Work History
Simplicity Wealth, LLC
Platinum Home Mortgage, Dba Great Lakes Mortgage Financial
First Fruits Metals Exchange
First Fruits Asset Management
Redhawk Wealth Advisors, Inc
Star Mortgage Of America, Inc
Disclosures
Please visit the SEC profile of Dennis Szymanski 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 Simplicity Wealth
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Glastonbury, CT
Ville Platte, LA
Prairie Village, KS
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
