Unclaimed Profile

Scott W Simons

RIDGELINE WEALTH PLANNING LLC·CENTERVILLE, Ohio

SIE, Series 6CFPClean record19 years registeredRIDGELINE WEALTH PLANNING LLC

1700 LYONS ROAD, SUITE B, CENTERVILLE, OH 45458CRD# 4969653Firm CRD# 307702

Profile Verification

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

Identity

Scott W Simons · CENTERVILLE, OH

Registration

CRD #4969653 · RIDGELINE WEALTH PLANNING LLC · 19 years registered

Brand Profile

Not yet started

Career History

RIDGELINE WEALTH PLANNING LLC

Oct 2020 – present

FINANCIAL COUNSELING, INC.

Aug 2007 – Nov 2020

SPRINGBORO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Registration record

First registered · August 9, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIDGELINE WEALTH PLANNING LLC

CRD 307702 · SEC 801-129850

AUM

$147M

Regulatory assets under management

Employees

1,170 client accounts

Services offered by RIDGELINE WEALTH PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 RIDGELINE WEALTH PLANNING LLC →

Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CENTERVILLE?

Browse all registered financial advisors in CENTERVILLE, Ohio or claim this profile if it's yours.

Browse CENTERVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott W Simons offer?

Scott W Simons specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Ohio for a consultation.

What are Scott W Simons's credentials?

Scott W Simons holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott W Simons located?

Scott W Simons is based in CENTERVILLE, Ohio, working with RIDGELINE WEALTH PLANNING LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.

How does Scott W Simons charge for services?

Scott W Simons'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 RIDGELINE WEALTH PLANNING LLC?

RIDGELINE WEALTH PLANNING LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →