Brent
Simms

Saling, Simms, Associates Inc

CRD#1682860
Investment Advisor
in Columbus, OH

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About this Advisor

Brent Simms is a financial advisor based in Columbus, Ohio, working with Saling, Simms, Associates Inc. Brent has previously held positions at Saling Simms Associates Inc, Raymond James Financial Services, Inc, Level Four Financial, LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Brent has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Brent is part of Saling, Simms, Associates Inc, which operates out of Columbus, Ohio. The firm has 6 employees and manages assets totaling $296.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Saling, Simms, Associates Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7965 N. High Street Suite 130
Columbus, OH 43235

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Saling, Simms, Associates Inc Brokerage Details

Total Assets Under Management

$296,736,928

OH Average: $2,106,341,625
Total Number of Employees

6

OH Average: 34
Total Number of Accounts

1,152

OH Average: 1,972
Average Account Size

$257,584

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brent Simms Work History

2024 - Present (0 year)

Steward Partners Investment Solutions, LLC

2024 - Present (0 year)

Steward Partners Investment Advisory, LLC

2021 - Present (3 years)

Level Four Financial, LLC

1987 - Present (37 years)

Saling Simms Associates Inc

1989 - 2021 (32 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Brent 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 Saling, Simms, Associates Inc

Mark Guenard
Columbus, OH
Peggy Slaughter
Columbus, OH
Brent Simms
Columbus, OH
James Saling
Columbus, OH

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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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.

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