Sean Timothy Bolen

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 02/2020
  Financial Engines Advisors L.L.C.
  Lynnwood, WA
• 10/2015 → 02/2020
  Edelman Financial Engines
  Lynnwood, WA
• 02/2020 → 05/2020
  Leverage Planners Wealth Management, Llc
  Bellevue, WA
• 05/2020 → 09/2024
  Leverage Planners Wealth Management, Llc
  Bellevue, WA
• 09/2024 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2020-05-13 → 2024-09-25
  Leverage Planners Wealth Management, Llc
  Bellevue, WA
• 2019-05-24 → 2020-02-05
  Edelman Financial Engines
  Lynnwood, WA

Other Businesses

Harbourview Advisors Investment related 115003 Pine Ct Mukilteo WA 98275 Insurance sales, Owner Insurance Agent, 09/02/2024, 80 per month during trading hours. Insurance -primary principal protected products through The Annuity Source

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-24

Other Names

• Sean Bolen