Unclaimed Profile

Wendy P Simmons

ELE ADVISORY SERVICES, INC·SOUTHFIELD, Michigan

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record16 years registeredELE ADVISORY SERVICES, INC

18700 W. 10 MILE ROAD, SOUTHFIELD, MI 48075CRD# 5041493Firm CRD# 148228

Profile Verification

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

Identity

Wendy P Simmons · SOUTHFIELD, MI

Registration

CRD #5041493 · ELE ADVISORY SERVICES, INC · 16 years registered

Brand Profile

Not yet started

Career History

DAHRING | CUSMANO AND ASSOCIATES

Sep 2025 – present

NEXT FINANCIAL GROUP, INC.

May 2024 – Mar 2025

NOVI, MI

PRUDENTIAL FINANCIAL PLANNING SERVICES

Nov 2021 – May 2024

TROY, MI

J.P. MORGAN SECURITIES LLC

Feb 2020 – Jul 2021

HUNTINGTON WOODS, MI

ELE ADVISORY SERVICES, INC

Feb 2018 – Feb 2020

SOUTHFIELD, MI

PLANMEMBER SECURITIES CORPORATION

Oct 2016 – Apr 2017

Grandville, MI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2010 – May 2012

MUSKEGON, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · May 5, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELE ADVISORY SERVICES, INC

CRD 148228 · SEC 801-117442

AUM

$100M

Regulatory assets under management

Employees

1,313 client accounts

Services offered by ELE ADVISORY SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELE ADVISORY SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Wendy P Simmons offer?

Wendy P Simmons specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Wendy P Simmons's credentials?

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

Where is Wendy P Simmons located?

Wendy P Simmons is based in SOUTHFIELD, Michigan, working with ELE ADVISORY SERVICES, INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Wendy P Simmons charge for services?

Wendy P 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 ELE ADVISORY SERVICES, INC?

ELE ADVISORY SERVICES, INC has approximately 11 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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