Michael Grant Simpton
Investment adviser representative at Parkstone Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$210.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Parkstone Wealth Management, LLCJan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkstone Wealth Management, LLC
$210.6MAssets managed
22Clients
3Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4431054
- Firm CRD
- 168253