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Mitchell Dean Simkins

Farther

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About Mitchell Dean Simkins

Mitchell Dean Simkins is an investment advisor representative for Farther, a financial services firm based in San Francisco, California. Mitchell has over 15 years of experience in the financial services industry. He is registered with the state of Utah to provide investment advisory services. His previous experience includes roles at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Cetera Advisor Networks LLC. Mitchell has a strong background in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through comprehensive financial planning and investment management services. Mitchell holds the Series 66, Series 7, and SIE licenses.

Firm Information

Mitchell Simkins is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Mitchell Simkins’s Registration & Firm History

CA

11/03/2023 - Present

Farther (SAN FRANCISCO CA)

UT

09/03/2020 - 11/09/2023

GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)

UT

09/03/2020 - 11/09/2023

MERCER ALLIED COMPANY, L.P. (Salt Lake City UT)

UT

02/15/2019 - 09/03/2020

CETERA ADVISOR NETWORKS LLC (SALT LAKE CITY UT)

UT

11/16/2007 - 02/15/2019

MID ATLANTIC CAPITAL CORPORATION (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 01/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Dean Simkins.
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