Mitchell Dean Simkins

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → 08/2020
  Miller Financial Inc.
  Salt Lake City, UT
• 02/2019 → 11/2023
  Goldman Sachs Personal Financial Management
  Salt Lake City, UT
• 11/2023 → Present
  Farther Finance Advisors
  Draper, UT

Previous Registrations

• 2019-02-15 → 2023-11-09
  United Capital Financial Advisors
  Salt Lake City, UT
  Irving, TX
  Salt Lake City, UT
• 2019-04-09 → 2019-07-08
  Mid Atlantic Financial Management, Inc.
  Slat Lake City, UT
  Pittsburgh, PA
• 2008-02-04 → 2019-02-15
  Mid Atlantic Financial Management, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Pittsburgh, PA
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2008-01-15

Other Names

• Mitch Dean Simkins