Financial ADVSR advisor directory · SEC adviser records
Simplicity Wealth financial advisors in Washington
Every SEC-registered investment adviser representative at a Simplicity Wealth office in Washington, by city and A to Z.
4 registered advisors work at Simplicity Wealth in Washington, out of 228 nationwide; it's the firm's number 12 state by advisors, and the most are in East Wenatchee (1). 0 list the CFP designation and 0 are also registered broker representatives.
Simplicity Wealth advisors by city in Washington
Every firm in Washington →Simplicity Wealth advisors in Washington, A to Z
Search by name →- Sean T. BolenMukilteo
- Eric M. FlatenEast Wenatchee
- David A. HarrySnohomish
- Linda R. JensenOlympia · Chartered Financial Consultant
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 10Illinois 8Florida 7Arizona 6Minnesota 5Pennsylvania 5Louisiana 4Michigan 4Alabama 3Kansas 3Massachusetts 3Ohio 3
Questions
How many Simplicity Wealth financial advisors are in Washington?
4 investment adviser representatives are registered at Simplicity Wealth offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 228 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Simplicity Wealth have the most advisors?
East Wenatchee, with 1, then Mukilteo (1). Simplicity Wealth has advisors in 4 cities in Washington.
How do I check a Simplicity Wealth advisor in Washington?
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.