Kenneth Simmons
Simmons Financial Services · Richmond, Michigan
Kenneth Simmons is a fee-only financial advisor at Simmons Financial Services in Richmond, Michigan. Simmons Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Simmons Financial Services |
|---|---|
| Based in | Richmond, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.3M across 32 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2572166 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Kenneth's firm compares
- Simmons Financial Services's average account is about $41,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Kenneth
Is Kenneth Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Simmons Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, Simmons Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Kenneth Simmons based?
Kenneth Simmons is based in Richmond, Michigan.
Is Kenneth Simmons registered with the SEC?
Yes. Kenneth Simmons is registered as an investment adviser representative in MI (CRD 2572166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simmons Financial Services manage?
Simmons Financial Services reports $1.3M across 32 accounts in assets under management.
How do I contact Kenneth Simmons?
Contact details aren't on file yet. Search for Simmons Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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