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Bruce Joseph Simpson

Mainstreet Advisors

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About Bruce Joseph Simpson

Bruce Simpson is an investment advisor representative at Mainstreet Advisors, a registered investment advisor with offices in Chicago, Illinois. Bruce has been in the financial services industry for over 20 years. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®). Bruce's primary focus is on portfolio management for individuals and businesses. He specializes in helping clients achieve their financial goals through a variety of investment strategies. Mainstreet Advisors provides financial planning, portfolio management, and other investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions.

Firm Information

Bruce Simpson is currently registered with Mainstreet Advisors. Mainstreet Advisors is an investment advisor based in Chicago, IL. The firm manages assets for banking or thrift institutions, individuals other than high-net-worth individuals, and provides portfolio management for individuals and businesses.
Mainstreet Advisors

120 N. LASALLE STREET

CHICAGO, IL 60602-2424

$5.12B

Assets Under Management

1

Total Clients

12

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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portfolio management for businesses

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

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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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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 Simpson’s Registration & Firm History

IL

12/14/2016 - Present

Mainstreet Advisors (CHICAGO IL)

IL

07/30/2012 - 02/07/2014

GNV ADVISORS, LLC (CHICAGO IL)

IL

09/22/1998 - 12/06/2010

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/01/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/11/2003

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 09/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Joseph Simpson.
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