Unclaimed Profile

Craig Thomas Simmons

SKYOAK WEALTH LLC·SOUTHFIELD, Michigan

SIE, Series 7, Series 24, Series 28, Series 63, Series 65Clean record16 years registeredSKYOAK WEALTH LLC

28411 NORTHWESTERN HWY, SOUTHFIELD, MI 48034CRD# 2439771Firm CRD# 299564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Thomas Simmons · SOUTHFIELD, MI

Registration

CRD #2439771 · SKYOAK WEALTH LLC · 16 years registered

Brand Profile

Not yet started

Career History

SKYOAK WEALTH

Feb 2019 – present

BKS ADVISORS, LLC

Jun 2010 – Dec 2019

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · June 24, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYOAK WEALTH LLC

CRD 299564 · SEC 801-114715

AUM

$497M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by SKYOAK WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKYOAK WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Craig Thomas Simmons offer?

Craig Thomas Simmons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Craig Thomas Simmons's credentials?

Craig Thomas Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Thomas Simmons located?

Craig Thomas Simmons is based in SOUTHFIELD, Michigan, working with SKYOAK WEALTH LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Craig Thomas Simmons charge for services?

Craig Thomas Simmons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYOAK WEALTH LLC?

SKYOAK WEALTH LLC has approximately 10 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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