Dennis Bernard Szymanski
Investment adviser representative at Simplicity Wealth
17 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Simplicity Wealth, LLCSep 2019 to now
- First Fruits Metals ExchangeDec 2011 to now
- First Fruits Asset ManagementJan 2011 to now
- Platinum Home Mortgage, dba Great Lakes Mortgage FinancialMar 2017 to Dec 2024
- Redhawk Wealth Advisors, Inc.Aug 2010 to Sep 2019
- Star Mortgage of America, Inc.Dec 2009 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 4454278
- Firm CRD
- 300572