Maria Graft (CRD# 5761131) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 14 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplified Wealth Management LLC | Barrington, IL | Mar 2021 - Current | 3 |
| Barrington Office Building, LLC | Barrington, IL | Feb 2021 - Current | 3 |
| Great Properties, LLC | Barrington, IL | Feb 2021 - Current | 3 |
| Great Properties Ii, LLC | Barrington, IL | Feb 2021 - Current | 3 |
| The Mjg Family Trust | Barrington, IL | Feb 2021 - Current | 3 |
| Mjg Construction LLC | Barrington, IL | Feb 2021 - Current | 3 |
| Our Family Office, LLC | Barrington, IL | Feb 2021 - Current | 3 |
| Simplified Wealth Management LLC | Barrington, IL | Dec 2020 - Current | 3 |
| Arbbonne International | Irvine, CA | Feb 2020 - Current | 4 |
| Zilis | Argyle, TX | Sep 2018 - Current | 5 |
| Young Living Independent Consultant | Lehi, UT | Mar 2015 - Current | 9 |
| Barrington School District 220 | Barrington, IL | Aug 2014 - Current | 9 |
| Mjg Construction, LLC | Barrington, IL | Jan 2011 - Current | 13 |
| Naperville School District 203 | Naperville, IL | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- AZ
- IL
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$449,388
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, IL, TX
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