BS
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Bruce Simpsen

12 Years of Experience
Plano, TX

Bruce Simpsen is a registered investment advisor at Fisher\smb, based in Plano, TX, with 12 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
IM Fee
Planning only
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6404 International Parkway, Suite 1100, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fisher\smb
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Fisher Investments
December 2023 - July 2024 · 7 mos
Gwfs Equities, INC.Broker
January 2010 - September 2017 · 7 yrs 8 mos
Adp Broker-Dealer, INC.Broker
June 2008 - May 2009 · 11 mos
Foreside Fund Services, LLCBroker
June 2006 - May 2008 · 1 yr 11 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.