Simple Financial, LLC

Simple Financial, LLC (CRD# 321616) is a financial advisory firm headquartered in West Jordan, UT. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6671 S Redwood Road, Suite 200, West Jordan, UT 84084
https://www.simplefinancial.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, OR, UT

Financial Advisors at Simple Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kristopher Wilson, financial advisor West Jordan UT
Kristopher R. Wilson
CRD#: 7652465
6671 S Redwood Road, Suite 200, West Jordan, UT 84084

Kristopher Wilson (CRD# 7652465) is an Investment Advisor Representative working at Simple Financial, LLC in West Jordan, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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