Dennis
Szymanski
Simplicity Wealth
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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
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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.
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