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Nicholas Richard Simonson

Brindle & Bay Financial Advisors, LLC

Monona, WI

Frisco, TX

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Current Employers
Brindle & Bay Financial Advisors, Llc

5899 Preston Rd Ste. 1103, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
WI RA APPROVED 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10
  • WI RA
    APPROVED
    Since 2026-07-10

Branch Locations

Monona, WI • United States

5899 Preston Rd Ste. 1103, Frisco, TX 75034 • 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
Madison Wealth Partners, Inc. Madison WI 03/2024 06/2025
Userevidence Jackson WY 10/2023 03/2024
Zendesk Madison WI 10/2022 10/2023
Home Backup Systems Fort Atkinson WI 11/2020 10/2022
Simco Container Service Fort Atkinson WI 02/2020 04/2022
Jaeckle Distributors Madison WI 01/2019 02/2020
Grocerkey Madison WI 03/2016 01/2017
University Of Madison - Wisconsin Madison WI 08/2014 05/2018
Unemployed Madison WI 06/2018 12/2018
Cwm, Llc Omaha NE 06/2025 06/2026
Financial Impact Advisors Fort Atkinson WI 06/2025 06/2026
Brindle & Bay Financial Advisors, Llc Frisco TX 07/2026 Present
  • 03/2024 → 06/2025
    Madison Wealth Partners, Inc.
    Madison, WI
  • 10/2023 → 03/2024
    Userevidence
    Jackson, WY
  • 10/2022 → 10/2023
    Zendesk
    Madison, WI
  • 11/2020 → 10/2022
    Home Backup Systems
    Fort Atkinson, WI
  • 02/2020 → 04/2022
    Simco Container Service
    Fort Atkinson, WI
  • 01/2019 → 02/2020
    Jaeckle Distributors
    Madison, WI
  • 03/2016 → 01/2017
    Grocerkey
    Madison, WI
  • 08/2014 → 05/2018
    University Of Madison - Wisconsin
    Madison, WI
  • 06/2018 → 12/2018
    Unemployed
    Madison, WI
  • 06/2025 → 06/2026
    Cwm, Llc
    Omaha, NE
  • 06/2025 → 06/2026
    Financial Impact Advisors
    Fort Atkinson, WI
  • 07/2026 → Present
    Brindle & Bay Financial Advisors, Llc
    Frisco, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-20
  • S65 Uniform Investment Adviser Law Examination
    2024-01-20
Designations

View on SEC IAPD

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