Rodney Simpson
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Kearney, MO
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
14 years
About
Rodney Simpson is a Financial Consultant currently working at Fidelity. He collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Rodney has held several roles within the financial services industry, including Investment Consultant and Client Management Representative at Fidelity Investments, as well as Financial Advisor positions at First Command, Lincoln Financial, and Bancwest Investments. His professional experience spans from 2016 to the present, demonstrating a consistent focus on financial advising and client management.
Rodney's interests outside of his professional career include fitness, football, military service, and reading.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services
2021 - Present (5 years)
First Command Advisory Services, Inc.
2019 - 2021 (2 years)
First Command Insurance Services, Inc.
2019 - 2021 (2 years)
First Command Financial Planning, Inc.
2019 - 2021 (2 years)
First Command
2019 - 2019 (1 year)
Kansas Works
2019 - 2019 (1 year)
Lincoln Financial Advisors
2018 - 2019 (1 year)
Bank Of the West
2016 - 2018 (2 years)
Bancwest Investment Services, Inc.
2016 - 2018 (2 years)
Edward Jones
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Alex B
CFP®, CPA, PFS™
Gladstone, MO
Next Bloom Wealth
Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.
Crosby C
CFP®, Series 63, Series 65
Liberty, MO
Edward Jones
Gina S
Series 66
Kansas City, MO
Edward Jones
Jeremy S
Series 66
Excelsior Springs, MO
Edward Jones
Michelle J
CFP®, ChFC®, Series 63
Kansas City, MO
Edward Jones
Ryan M
CFP®, Series 66
Gladstone, MO
Edward Jones
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