LPL Financial
43yrs
Top advisor by experience in Helena
29yrs
Randall Simkins is a fiduciary financial advisor in Helena, Montana, with 29 years in the industry. Randall joined Osaic Wealth in 2003, after six years at Apex Advisory Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 70 advisors with offices in Helena, and one of 66 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 13% by experience in Helena
Office3241 Colonial Drive Suite 206, Helena, MT 59601
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – 2009Apex Advisory Services, Inc.Previously
- 2003 – nowOsaic Wealth, Inc.Current firm
Contact Randall
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Randall. 3241 Colonial Drive Suite 206Helena, MT 59601Office · Get directions
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Questions to ask Randall
Tailored to Randall’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Randall
How do I contact Randall?
Call Osaic Wealth at (800) 821-5100 and ask for Randall Simkins. Randall works from the Helena, MT office.
How long has Randall been a financial advisor?
Randall has been in the industry since 1997, about 29 years. Top 13% by experience in Helena.
What licenses does Randall hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Randall a fiduciary?
Randall is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randall paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Randall for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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