Wells Fargo Advisors
46yrs
Top advisor by experience in Arlington Heights
18yrs
Brian Simkin
Financial advisor at Cetera Investment Advisers
Based in Arlington Heights, Illinois, Brian Simkin is a fiduciary financial advisor with 18 years of industry experience. Brian joined Cetera Investment Advisers in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 166 advisors with offices in Arlington Heights, and one of 155 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
OfficeArlington Heights, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowCetera Investment Advisers LLCCurrent firm
Contact Brian
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Brian. Arlington Heights, ILOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Brian
How do I contact Brian?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Brian Simkin. Brian works from the Arlington Heights, IL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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