Unclaimed Profile

Scott W Simons

RIDGELINE WEALTH PLANNING LLC·CENTERVILLE, Ohio

Clean recordRIDGELINE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott W Simons is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with RIDGELINE WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RIDGELINE WEALTH PLANNING LLC

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIDGELINE WEALTH PLANNING LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4969653

Firm CRD# 307702

View on FINRA BrokerCheck →

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

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.

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