Curtis M. Simmons
Investment Adviser Representative at SAND Creek Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Curtis M. Simmons is an investment adviser representative with SAND Creek Capital, LLC in Rexburg, ID, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Dynamic and Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Idaho.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sutton & Simmons PLLCNov 2012 – no end date reportedRexburg, ID
- Avantax Investment Services, Inc.Aug 2017 – Aug 2020Rexburg, ID
- DYNAMIC WEALTH ADVISORS dba CENTENNIAL WEALTH MANAGEMENTAug 2020 – Apr 2026Phoenix, AZ
- Sand Creek Capital, LLC dba Centennial Wealth ManagementApr 2026 – no end date reportedRexburg, ID
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SAND Creek Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Holistic financial planning (covering savings, retirement, estate, and charitable giving), investment management (portfolio creation, asset selection, diversification, and monitoring), tax planning (tax-efficient investments, retirement and estate planning integration), retirement planning (savings strategies, Social Security, income distribution), and estate planning strategies (wealth transfer, tax mitigation, legacy protection).
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Rexburg, ID
- SEC file number:
- 801-128135
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at SAND Creek Capital, LLC
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis M. Simmons has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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