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Bruce Henry Simpsen

Fisher Retirement Solutions LLC

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About Bruce Henry Simpsen

Bruce Henry Simpsen is a financial professional with over 14 years of experience in the financial services industry. Bruce is currently registered as an Investment Advisor Representative with Fisher Retirement Solutions LLC. Bruce has previously been registered with GWFS Equities, Inc., ADP Broker-Dealer, Inc., and Foreside Fund Services, LLC. Bruce has passed both the Series 63 and Series 65 exams and also has the Series 6, Series 22, and SIE exams. Bruce's primary focus is providing portfolio management and pension consulting services to individuals, businesses, and state/municipal government entities.

Firm Information

Bruce Simpsen is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Bruce Simpsen’s Registration & Firm History

TX

07/08/2024 - Present

Fisher Retirement Solutions LLC (PLANO TX)

TX

01/20/2010 - 09/22/2017

GWFS EQUITIES, INC. (DALLAS TX)

NJ

06/17/2008 - 05/15/2009

ADP BROKER-DEALER, INC. (ROSELAND NJ)

TX

06/19/2006 - 05/27/2008

FORESIDE FUND SERVICES, LLC (FORT WORTH TX)

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Licenses & Designations

IA

Issued 12/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2006

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Henry Simpsen.
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