Financial ADVSR advisor directory · SEC adviser records
Simplicity Wealth financial advisors in Arizona
Every SEC-registered investment adviser representative at a Simplicity Wealth office in Arizona, by city and A to Z.
6 registered advisors work at Simplicity Wealth in Arizona, out of 228 nationwide; it's the firm's number 7 state by advisors, and the most are in Phoenix (3). 2 list the CFP designation and 0 are also registered broker representatives.
Simplicity Wealth advisors by city in Arizona
Every firm in Arizona →Simplicity Wealth advisors in Arizona, A to Z
Search by name →- Levi M. EarhartScottsdale · Certified Financial Planner
- Jeffrey D. JuniperScottsdale
- Nicholas KaiserPhoenix · Certified Financial Planner
- Aleksandr A. MelkumovPhoenix
- Joel S. RieckFlagstaff
- Sergio SerranoPhoenix
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Simplicity Wealth in other states
New Jersey 112Colorado 17California 14Texas 10Illinois 8Florida 7Minnesota 5Pennsylvania 5Louisiana 4Michigan 4Washington 4Alabama 3Kansas 3Massachusetts 3Ohio 3
Questions
How many Simplicity Wealth financial advisors are in Arizona?
6 investment adviser representatives are registered at Simplicity Wealth offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 228 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Arizona does Simplicity Wealth have the most advisors?
Phoenix, with 3, then Scottsdale (2). Simplicity Wealth has advisors in 3 cities in Arizona.
How do I check a Simplicity Wealth advisor in Arizona?
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.