Mitch Simkins

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About Mitch Simkins

Forget what you knew about financial advisors. Our firm is truly different. We blend high-touch service with innovative technology to deliver a comprehensive, first-of-its-kind client experience.

For Business Owners: Value Enhancement: We help you value and increase the value of your business. Life Plan Calibration: We align your life plan with your business potential, providing a roadmap to achieve your goals. Your business might be your largest and most prosperous asset and shouldn't be ignored in your plan. Flexible Exit Strategies: We offer flexible planning for how you exit your business.

For Individuals: Asset Management: We assist in evaluating and managing your personal assets. Return on Life (ROL): Through in-depth planning and sophisticated analytical tools, we plan to increase your ROL. Comprehensive Solutions: We consider your financial and risk complexities, resolving them ourselves or leveraging our broad network of professionals.

For All: We help you experience tomorrow's vision today and create a roadmap to get there.

On a personal note, because life is about more than money and money should be used to enjoy life, I work to model this in my own life. My success has helped me focus on the things in life that matter most: family, friends, faith, and service. My greatest 'pay' is experiencing my clients enjoy what they value most. My wife Mary and I have enjoyed living in the Salt Lake Valley for nearly three decades. We have four children and two grandchildren, and stay busy participating in their activities and supporting their goals. I love to mountain bike, golf, ski, and fish.

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General Information

Firm Start Year

2019

No. of Employees

100-499

CRD#

5416538

Firm CRD#

302050

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Education Funding and Planning, Financial Planning for Businesses, Risk Management, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients

Assets Managed by Advisor

$70,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892275/paladinregistry-Farther-Finance,-LLC-detailed-disclosure.html

Disclaimer

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

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