Simplicity Financial, LLC

Simplicity Financial, LLC (CRD# 284578) is a financial advisory firm headquartered in Milwaukee, WI. They manage $2,500,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
342 N Water Street, 6th Floor, Milwaukee, WI 53202
https://www.facebook.com/simplicityfinancialllc/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $40,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

WI

Financial Advisors at Simplicity Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jared Andreoli, financial advisor Milwaukee WI
Jared J. Andreoli
CRD#: 6684888
342 N Water Street, 6th Floor, Milwaukee, WI 53202

Jared Andreoli (CRD# 6684888) is an Investment Advisor Representative working at Simplicity Financial, LLC in Milwaukee, WI and has over 8 years 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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