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).

Current Firm Details
565 Fox Glen Ct., Barrington, IL 60010
http://www.simplifiedwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $449,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IL, TX

Financial Advisors at Simplified Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Graft, financial advisor Barrington IL
Michael J. Graft
CRD#: 6743913
565 Fox Glen Ct., Barrington, IL 60010

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.

2
Leslie Herr, financial advisor Barrington IL
Leslie A. Herr
CRD#: 4383165
565 Fox Glen Ct., Barrington, IL 60010

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.

3
Maria Graft, financial advisor Barrington IL
Maria D. Graft
CRD#: 5761131
565 Fox Glen Ct., Barrington, IL 60010

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.

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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