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Brynne Simpson

Strategic Advisers LLC

Brookfield, WI

Wauwatosa, WI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Wauwatosa, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson National Life Distributors Llc Denver CO 06/2015 07/2018
American General Life Insurance Brentwood TN 04/2019 08/2022
Aig Capital Services, Inc. Brentwood TN 04/2019 08/2022
Comdata Brentwood TN 01/2019 04/2019
Unemployed Brentwood TN 07/2018 01/2019
Russell Investments Financial Services, Llc Seattle WA 03/2021 08/2022
Fidelity Investments Brookfield WI 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 07/2018
    Jackson National Life Distributors Llc
    Denver, CO
  • 04/2019 → 08/2022
    American General Life Insurance
    Brentwood, TN
  • 04/2019 → 08/2022
    Aig Capital Services, Inc.
    Brentwood, TN
  • 01/2019 → 04/2019
    Comdata
    Brentwood, TN
  • 07/2018 → 01/2019
    Unemployed
    Brentwood, TN
  • 03/2021 → 08/2022
    Russell Investments Financial Services, Llc
    Seattle, WA
  • 08/2022 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-07
S63 Uniform Securities Agent State Law Examination 2015-08-01
  • S66 Uniform Combined State Law Examination
    2021-08-07
  • S63 Uniform Securities Agent State Law Examination
    2015-08-01
Other Names
  • Brynne Elizabeth Simpson

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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