Michael Graft, financial advisor Barrington IL

Michael Graft

CRD Number: 6743913
Current Firm: Simplified Wealth Management, LLC

Michael Graft (CRD# 6743913) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 4 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Simplified Wealth Management, LLC Barrington, IL Apr 2021 - Current < 1
Atkins And Associates Cary, IL Feb 2014 - Current 7
Michael Graft, Jr., Sole Proprietor Barrington, IL Feb 2014 - Current 7
Mjg Construction, LLC Barrington, IL Jan 2009 - Current 12
Heritage Realty Group, Inc. Barrington, IL Jun 1988 - Current 33
Significant Wealth Partners Inc. Cary, IL Jul 2018 - May 2021 2
Kingsview Asset Management Chicago, IL Apr 2017 - Oct 2017 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Michael J. Graft
Phone Number: 847-999-3693
Registered State(s):
  • AZ
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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