Craig Simmons has been Managing Partner of SkyOak Wealth since December 2018, is a control person of the firm and directly owns under 5% of it.
Skyoak Wealth LLC is a Southfield, MI firm with $693M under management, 450 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Craig T. Simmons is Managing Partner and Private Wealth Advisor of SkyOak Wealth and a member of its investment committee. He began his career in the financial advisory space in 1994 with Edward Jones, where he managed offices in West Bloomfield and Lake Orion, Michigan. In 1995 he joined Smith Barney and formed a business partnership with Ken Brandt.
Craig Simmons’ longest registration was 9 years at BKS Advisors, LLC (2010–2019). Before joining SkyOak Wealth in 2019, Craig Simmons was registered through BKS Advisors, LLC.
- BKS Advisors, LLC– · 9 yearsSouthfield, MI · Adviser representative · Firm CRD 109065
Investment adviser representative registrations
Craig Simmons is registered as an investment adviser representative in Michigan, since February 2019.
- MichiganSince 22 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2010 |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 28 June 2003 |
| Series 24 | General Securities Principal Examination | 20 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 1994 |
| Series 7 | General Securities Representative Examination | 25 April 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Craig Thomas Simmons
- CRD
- 2439771
- Firm
- SkyOak Wealth · CRD 299564
- Role
- Managing Partner
- Office
- 28411 NORTHWESTERN HWY, Suite 760, Southfield, MI 48034
- Registration
- Investment adviser registration
- In the industry since
- November 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- skyoakwealth.com
Where does Craig Simmons work?
Craig Simmons has been Managing Partner of Skyoak Wealth LLC since December 2018, and is a control person of the firm.
Is Craig Simmons a financial advisor?
Yes. Craig Simmons has a current investment-adviser registration in Michigan, through SkyOak Wealth since February 2019.
How many years of experience does Craig Simmons have?
Craig Simmons has 29 years in the financial industry, since November 1996, across 2 adviser firms.
What exams has Craig Simmons passed?
Craig Simmons has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 28 and Series 65. The earliest, the Series 7, was passed in April 1994. FINRA credited Craig Simmons with the SIE, which began in October 2018.
Where is Craig Simmons based?
Craig Simmons’ registered office is in Southfield, MI.
Is Craig Simmons registered with FINRA?
No. Craig Simmons has no current broker registration.
How can I verify Craig Simmons’ record?
Search CRD 2439771 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Simmons’ full registration record.
- Ann ZemannChief Compliance Officer
Kenneth BrandtManaging Partner
Jeremy BrandtManaging Partner