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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in Denver, CO

Every SEC-registered investment adviser representative at a Simplicity Wealth office in Denver, A to Z.

15 registered advisors work at Simplicity Wealth in Denver, out of 237 at the firm nationwide; it ranks number 33 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Simplicity Wealth advisors in Denver, A to Z

Every Simplicity Wealth advisor →

Simplicity Wealth advisors in every city and state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Simplicity Wealth advisors in other cities

Summit, NJ 112San Diego, CA 8Lincolnshire, IL 3Scottsdale, AZ 3Berkeley Heights, NJ 2Chardon, OH 2Charlotte, NC 2Clearwater, FL 2Grand Rapids, MI 2Houston, TX 2Indianapolis, IN 2Logan, UT 2Nashua, NH 2Ocala, FL 2Phoenix, AZ 2

Other firms in Denver

All Denver advisors →

Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35

Questions

How many financial advisors does Simplicity Wealth have in Denver?

15 investment adviser representatives are registered at Simplicity Wealth offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 237 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Simplicity Wealth one of the largest advisor employers in Denver?

Simplicity Wealth ranks number 33 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.

How do I check a Simplicity Wealth advisor in Denver?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Simplicity Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.