AdvisorOS Directory
Claim Profile
Unclaimed Profile
MS

Michael Thomas Simpson

VISIONARY HORIZONS, LLC·KNOXVILLE, Tennessee
SIE, Series 7, Series 66CFPClean record17 years registeredVISIONARY HORIZONS, LLC
620 MABRY HOOD RD, KNOXVILLE, TN 37932CRD# 5540027Firm CRD# 150483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomas Simpson · KNOXVILLE, TN
Registration
CRD #5540027 · VISIONARY HORIZONS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

VISIONARY HORIZONS, LLC
Mar 2014 – present
C & J WEALTH ADVISORS
Sep 2009 – Feb 2013
OAK RIDGE, TN
INVESTMENT ADVISORS
Feb 2009 – Aug 2009
KNOXVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 13, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISIONARY HORIZONS, LLC
CRD 150483 · SEC 801-79890
AUM
$253M
Regulatory assets under management
Employees
11
1,259 client accounts
Services offered by VISIONARY HORIZONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISIONARY HORIZONS, LLC →
Introduction

Speak with Michael

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

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

Looking for a financial advisor in KNOXVILLE?

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

Browse KNOXVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Thomas Simpson offer?
Michael Thomas Simpson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Michael Thomas Simpson's credentials?
Michael Thomas Simpson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Thomas Simpson located?
Michael Thomas Simpson is based in KNOXVILLE, Tennessee, working with VISIONARY HORIZONS, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Michael Thomas Simpson charge for services?
Michael Thomas Simpson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISIONARY HORIZONS, LLC?
VISIONARY HORIZONS, LLC has approximately 11 employees and manages $253M 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 →

Other Advisors at VISIONARY HORIZONS, LLC

Tyler James Morrow
KNOXVILLE, TN
CFP
Roger Edward Kiger
KNOXVILLE, TN
CFP

More Advisors in KNOXVILLE, Tennessee

Jonathan Elmer Maas
SSN ADVISORY, INC.·KNOXVILLE, TN
Michael Edward Neubeck
SSN ADVISORY, INC.·KNOXVILLE, TN
Charles Clay Stewart
MARTIN & COMPANY, INC·KNOXVILLE, TN
Michael Ray West
BPV CAPITAL MANAGEMENT, LLC·KNOXVILLE, TN
Ronald Thomas Klimas
SSN ADVISORY, INC.·KNOXVILLE, TN
Jayaprakash Mohanbhai Patel
SSN ADVISORY, INC.·KNOXVILLE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)MURFREESBORO (6)
City Guides
MEMPHIS GuideNASHVILLE GuideBRENTWOOD GuideCHATTANOOGA GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile