Simple Financial, Llc
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ADV data as of Sep 10, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 11
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Carlos Lizama | Registered representative | Mar 2023 (3y) | ||
| Nathan Hatch Billeter | Registered representative | Mar 2023 (3y) | ||
| Jonathan Kirk Carroll | Registered representative | Mar 2023 (3y) | ||
| Lawrence Wayne Gray | Registered representative | Mar 2023 (3y) | ||
| Kristopher Robert Wilson | Registered representative | Apr 2023 (3y) | ||
| David John Tizekker | Registered representative | Mar 2025 (1y) | ||
| Ryan K Anderson | Registered representative | Jun 2025 (1y) | ||
| Thomas Joseph Bennett | Registered representative | Jun 2025 (1y) | ||
| Kayzia Williams | Registered representative | Aug 2025 (1y) | ||
| Marcus Jay Erwin | Registered representative | Aug 2025 (1y) | ||
| Gerald Olsen | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/10/2025 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 10, 2025.
View current Form ADV (SEC/IAPD) ↗