Craig T. Simmons

SKYOAK WEALTH

SOUTHFIELD, MI 48034

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CRD#: 2439771

Professional summary

Craig Thomas Simmons is a registered financial advisor currently at SKYOAK WEALTH located in Southfield, Michigan.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Craig has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Brandt, Kelly & Simmons Securities, LLC; Investment related; 28411 Northwestern Highway, Suite 200 Southfield, MI 48034; Insurance; Insurance Agent; 10/2002; Less than 5 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Thomas Simmons's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 22, 2019 - Present

SKYOAK WEALTH

Office #1: 28411 Northwestern Hwy Suite 760, Southfield, MI 48034

RIA

CRD#: 299564

SOUTHFIELD, MI

Past

June 24, 2010 - December 2, 2019

BKS ADVISORS, LLC

RIA

CRD#: 109065

SOUTHFIELD, MI

Past

July 23, 2003 - October 2, 2017

BRANDT, KELLY & SIMMONS SECURITIES, LLC

CRD#: 125168

SOUTHFIELD, MI

Past

April 1, 1996 - January 27, 2001

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

November 15, 1995 - April 8, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 13, 1994 - October 27, 1995

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SKYOAK WEALTH

SKYOAK WEALTH | SKYOAK WEALTH LLC

CRD#: 299564 / SEC#: 801-114715

RIA

Registered Investment Advisory firm - (1/16/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/28/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 6/28/2003

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/20/2003

General Securities Principal Examination

Current Firm

SKYOAK WEALTH

SKYOAK WEALTH | SKYOAK WEALTH LLC

CRD#: 299564 / SEC#: 801-114715

RIA

Registered Investment Advisory firm - (1/16/2019 Approved)

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Contact information

Main Address

28411 Northwestern Hwy Suite 760, Southfield, MI 48034

Mailing Address

Phone number

(248) 348-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,207
AUM (Assets Under Management)	$ 601,394,803

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Craig T. Simmons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Thomas Simmons's CRS (Customer Relationship Summary).

Certified licenses

Experience

BKS ADVISORS, LLC

BRANDT, KELLY & SIMMONS SECURITIES, LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

EDWARD JONES

Primary Firm SEC Registration

SKYOAK WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2010

Series 63

Date: 4/29/1994

SIE

Date: 10/2/2017

Series 7

Date: 4/25/1994

Series 28

Date: 6/28/2003

Series 24

Date: 3/20/2003

Current Firm

SKYOAK WEALTH

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYOAK WEALTH

TRUST BUT VERIFY

Contact information

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