Simplified Wealth Management, LLC
Simplified Wealth Management, LLC (CRD# 312513) is a financial advisory firm headquartered in Barrington, IL. They manage $7,639,603 in 17 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management8MILLION
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Total Number of Accounts17ACCOUNTS
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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
Michael Graft (CRD# 6743913) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 7 years of experience in the finance industry.
Leslie Herr (CRD# 4383165) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 12 years of experience in the finance industry.
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.