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Brenda Joyce Sims

T. Anton Investment House, Inc.

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About Brenda Joyce Sims

Brenda Joyce Sims is an investment advisor representative at T. Anton Investment House, Inc. located in Middleton, WI. Brenda has over 10 years of experience in the financial services industry. Brenda is registered as an Investment Advisor Representative in the state of Wisconsin. Brenda also holds the Series 6, Series 63 and Series 65 securities licenses.

Firm Information

Brenda Sims is currently registered with T. Anton Investment House, Inc.. T. Anton Investment House, Inc. is an investment advisor based in MIDDLETON, WI. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They manage approximately $274,916,777 in assets for 915 clients.
T. Anton Investment House, Inc.

6300 UNIVERSITY AVENUE, SUITE 100

MIDDLETON, WI 53562

$274.92M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brenda Sims’s Registration & Firm History

WI

09/05/2020 - Present

T. Anton Investment House, Inc. (MIDDLETON WI)

WI

09/18/2009 - 08/17/2015

GOOGINS ADVISORS, INC (MIDDLETON WI)

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Licenses & Designations

IA

Issued 09/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenda Joyce Sims.
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