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Thomas Clayton Simmons

WT Wealth Management, LLC

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About Thomas Clayton Simmons

Thomas Clayton Simmons is a registered investment advisor with WT Wealth Management, LLC and has been in the financial industry since 1990. Simmons specializes in financial planning, portfolio management, and variable annuities. Simmons is also an agent for fixed insurance and fixed annuities sales. Simmons is registered with the states of Arizona, California, Florida, Idaho and Texas.

Firm Information

Thomas Simmons is currently registered with WT Wealth Management, LLC. WT Wealth Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. With a team of 15 investment adviser representatives and 5 licensed agents, they offer a range of financial planning, investment management, and retirement planning services. WT Wealth Management serves a diverse clientele, including individuals, families, charitable organizations, and corporations, with a focus on providing personalized, tailored strategies. The firm manages over $311 million in assets, demonstrating their expertise and commitment to client success.
WT Wealth Management, LLC

7161 EAST RANCHO VISTA DRIVE

SCOTTSDALE, AZ 85251

$311.11M

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuities

Variable annuities

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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percentage of assets

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

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other

Fees for educational seminars

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Thomas Simmons’s Registration & Firm History

AZ

11/27/2023 - Present

WT Wealth Management, LLC (SCOTTSDALE AZ)

AZ

10/13/2008 - 03/05/2009

ALLSTATE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)

AZ

04/19/2004 - 09/08/2008

FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)

NY

07/31/1997 - 04/26/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

04/06/2001 - 01/24/2003

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

GA

05/14/1990 - 12/31/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/04/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 07/30/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Clayton Simmons.
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