550 Silver Spur Road,
Rolling Hills Estates,
Chief Financial Officer
Brenton Simonson is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.
As a seasoned financial services professional with over 15 years experience, Brenton pulls through working knowledge of corporate treasury practices and working in advisor offices to help his clients navigate their decision making. Brenton develops and executes financial reporting, data insights and growth strategies to help advisors grow their business. He holds his FINRA Series 7, 9, 10, 66, 63 through LPL Financial and is both a Certified Treasury Professional and Certified Financial Planner.
Brent obtained his undergraduate degree from Ohio University as a finance major and received his MBA from Ashland University. He is an avid sports fan and was a member of the Ohio University’s varsity baseball team. Brent is a Cleveland, Ohio native, but now resides in Fort Mill, SC with his wife, two sons and dog.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.
550 Silver Spur Road, Suite 350
Rolling Hills Estates, CA 90275
(310) 270-9033 DIRECT
(310) 272-5871 FAX
(800) 934-4903 TOLL FREE
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