linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David John Simpson

Hohimer Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David John Simpson

David Simpson is an Investment Advisor Representative with Hohimer Wealth Management, LLC. David has been in the industry since November 2017. David holds the Series 66, SIE and Series 7 licenses. David previously worked at WELLS FARGO CLEARING SERVICES, LLC and Jones Lang LaSalle. David's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Financial Planning. David has experience working with individuals, high-net-worth individuals, trusts, charitable organizations, corporations, and pooled investment vehicles. David is also a licensed insurance agent.

Firm Information

David Simpson is currently registered with Hohimer Wealth Management, LLC. Hohimer Wealth Management, LLC is a Seattle, WA-based investment advisory firm with $795,999,270 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, individuals, and pooled investment vehicles, and offers a wrap fee program. They serve a diverse client base, including high-net-worth individuals, corporations, and charitable organizations.
Hohimer Wealth Management, LLC

ONE UNION SQUARE

SEATTLE, WA 98101

$796.00M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Simpson’s Registration & Firm History

WA

11/22/2023 - Present

Hohimer Wealth Management, LLC (SEATTLE WA)

WA

11/02/2017 - 04/18/2019

WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)

Not sure if David John Simpson is right for you?

Licenses & Designations

BOTH

Issued 12/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David John Simpson.
Not sure if David John Simpson is right for you?