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Bruce Simmons

Advisor at Sanctuary Advisors, LLC

Updated today

Location

Greenleaf, KS 66943

Credentials

Series 63, Series 65

Industry experience

36 years

About

Bruce Simmons is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and World Equity Group. Outside of finance, he serves on the board of the USD 108 Endowment and a family dairy farm, and holds a township clerk/trustee role in Greenleaf, KS. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated broker-dealer entities, utilizing a range of account types and investment strategies.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments

Occupation focus

Based on Sanctuary Advisors, LLC

Founder/Business Owner Self-Employed Retired

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Fee options

Fixed

Fixed fees negotiated individually for financial planning services

Percentage

$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%

Project-based

Hourly fees negotiated individually for financial planning services

Performance-based

Performance-based fees charged only to Qualified Institutional Buyers with at least $100 million in securities

Other

Account minimum: $10,000

Location

2241 13 Th Road

Greenleaf, KS 66943

Most active in

Kansas

Work history

Sanctuary Advisors Llc

2024 - Present (2 years)

Sanctuary Securities, Inc.

2018 - Present (8 years)

World Equity Group

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sean B

Series 63, Series 66

Hanover, KS

Thrivent Investment Management

Sean Bruna is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has been with Thrivent since 2025 and previously worked at ConocoPhillips and Kansas State University. Outside of his advisory role, he occasionally works as a mechanic on his family’s farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics, with options to combine planning and managed-account services under the WealthPlan billing program.

Business ownership considerations
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Ashley B

Series 66

Palmer, KS

Edward Jones

Ashley Beswick is a financial advisor with Edward Jones in Palmer, Kansas, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2014, with a brief period at Color Street in 2018. Outside of her advisory role, she serves as a USTA Level 1 judge for tennis competitions and teaches baton classes at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lydia C

Series 66

Washington, KS

Thrivent Investment Management

Lydia Cox is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary portfolio management. Their services include a combination of planning and managed-account options under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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