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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in Illinois

Every SEC-registered investment adviser representative at a Simplicity Wealth office in Illinois, by city and A to Z.

The short answer

8 registered advisors work at Simplicity Wealth in Illinois, out of 228 nationwide; it's the firm's number 5 state by advisors, and the most are in Lincolnshire (3). 3 list the CFP designation and 0 are also registered broker representatives.

Simplicity Wealth advisors by city in Illinois

Every firm in Illinois →

Lincolnshire 3Belvidere 1Hampshire 1Lagrande 1Mount Prospect 1Rockford 1

Simplicity Wealth advisors in Illinois, A to Z

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

Simplicity Wealth in other states

New Jersey 112Colorado 17California 14Texas 10Florida 7Arizona 6Minnesota 5Pennsylvania 5Louisiana 4Michigan 4Washington 4Alabama 3Kansas 3Massachusetts 3Ohio 3

Questions

How many Simplicity Wealth financial advisors are in Illinois?

8 investment adviser representatives are registered at Simplicity Wealth offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 228 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Simplicity Wealth have the most advisors?

Lincolnshire, with 3, then Belvidere (1). Simplicity Wealth has advisors in 6 cities in Illinois.

How do I check a Simplicity Wealth advisor in Illinois?

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.