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Brenton William Simonson

Creative Planning

Charlotte, NC

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-18
  • NC RA
    APPROVED
    Since 2025-12-18

Branch Locations

11325 N. Community House Rd, Suite 125, Charlotte, NC 28277 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Fidelity Brokerage Services Llc Cleveland OH 07/2008 07/2017
Lpl Financial Llc Fort Mill SC 07/2017 12/2025
Creative Planning, Llc Charlotte NC 12/2025 Present
  • 07/2008 → 07/2017
    Fidelity Brokerage Services Llc
    Cleveland, OH
  • 07/2017 → 12/2025
    Lpl Financial Llc
    Fort Mill, SC
  • 12/2025 → Present
    Creative Planning, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-19
S63 Uniform Securities Agent State Law Examination 2008-10-15
  • S66 Uniform Combined State Law Examination
    2009-11-19
  • S63 Uniform Securities Agent State Law Examination
    2008-10-15
Designations
Other Names
  • Brenton W Simonson
  • Brent Simonson

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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