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Douglas Scott Simmang

Turtle Creek Wealthcare

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About Douglas Scott Simmang

Douglas Simmang is a registered Investment Advisor Representative. Douglas has been in the industry since 1998. Douglas is currently registered with Turtle Creek Wealthcare and has previous registrations with Ameriprise Financial Services, Inc., IDS Life Insurance Company and American Express Financial Advisors Inc. Douglas is licensed in Pennsylvania and Texas.

Firm Information

Douglas Simmang is currently registered with Turtle Creek Wealthcare. Turtle Creek Wealthcare is a financial planning firm located in Dayton, OH. They offer financial planning services, including selection of other advisers. The firm has 1 investment adviser representative and manages assets for 73 clients, including 22 high-net-worth individuals. The firm's website can be found at HTTP://WWW.TURTLECREEKWC.COM/.

Not reported

Assets Under Management

73

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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Douglas Simmang’s Registration & Firm History

TX

01/03/2007 - Present

Turtle Creek Wealthcare (DALLAS TX)

MN

09/30/2003 - 09/19/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

09/30/2003 - 09/19/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

08/22/2001 - 09/17/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/22/2001 - 09/17/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

07/14/1998 - 01/10/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/14/1998 - 01/10/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Scott Simmang.
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