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Simple Financial, LLC CRD 321616
73 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-08 |
| ID | RA | APPROVED | 2025-03-27 |
Branch Locations
1036 E Iron Eagle Dr Suite 140, Eagle, ID 83616 • United States
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simple Financial, Llc | West Jordan | UT | 03/2025 | Present |
| Legacy Insurance & Financial Services, Llc | West Jordan | UT | 10/2013 | Present |
LEGACY INSURANCE & FINANCIAL SERVICES, LLC; INV REL;MASTER AGENT-INS SALES AND SERVICES; MERIDIAN, ID; START 10/2013; APPROX 90% OF TIME; 150HRS/MO; 75 HRS DURING SEC TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-13 |
| S66 | Uniform Combined State Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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