Simmons Investment Services
Your future starts today.
At Simmons Investment Services, our goal is to make a difference - for you, your family and your future. We understand everyone has diverse financial needs, which is why our advisors approach financial planning in a holistic manner, starting with taking the time to understand you, your current financial needs and your long-term financial objectives.
Available Investment Services
Whether you are saving for college, working toward retirement or building a legacy for you and your family, our advisors will work with you to develop an investment plan aligned with your needs and goals.
Investment Services
Our advisors work with you to assess your current portfolio of stocks, bonds, and mutual funds, aligning it with your long-term financial goals to create a customized strategy.
- Portfolio analysis
- Comprehensive planning
Retirement Planning
The most important thing you can do to help secure a financial future that aligns with your goals is to begin retirement planning today.
- Individual retirement accounts (IRAs)
- Employee-sponsored plans
Insurance Planning
We provide personalized insurance planning to protect our clients' assets and aim to provide a more secure financial future.
- Life insurance
- Disability Insurance
- Long-Term Care
- Annuities
Estate Planning
You've worked hard to create a secure and comfortable lifestyle for your family and loved ones. A comprehensive plan that includes estate and succession planning can help pursue your future goals.
- Establishing trusts
- Legal document review
- Tax assessment
College Savings
Education is often one of the largest expenses families incur. Today, education savings vehicles are plentiful and diverse, with a broad range of tax benefits and consequences, financial aid implications, contribution limits, and asset flexibility.
- 529 plans
- Coverdell Education Savings Accounts
Leave us a note, and we'll take it from there.
Prefer to have us reach out to you? No problem. Tell us a little about yourself and your needs, and we’ll connect you with a Wealth Advisor in your area.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Broker/dealer
LPL is the nation's largest independent broker/dealer{77}
More than 16,000 LPL financial advisors across the U.S.
Customer loyalty
LPL and its advisors rank #1 in customer loyalty{78}
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{221}
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{152} All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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{77} As reported by Financial Planning magazine, June 1996-2025, based on total revenue.
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{78} Market Strategies International (MSI), Cogent Wealth Reports, “Investor Brand BuilderTM: Maximize Purchase Intent Among Investors and Expand Client Relationships,” November 2017. MSI surveyed 4,408 investors with $100,000 or more in investable assets between June 21, 2017, and August 8, 2017.
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{125} Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Simmons Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the marketing name Simmons Investment Services, and may also be employees of Simmons Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simmons Bank. Securities and insurance offered through LPL or its affiliates are:
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{124} Securities and Insurance offered through LPL and its affiliates are: Not Insured By FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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{216} Simmons Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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{262} LPL Financial Form CRS