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Blaire Elizabeth Underwood Simmons

Trajan Wealth, L.L.C.

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-12
  • AZ RA
    APPROVED
    Since 2025-06-12

Branch Locations

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2014 03/2017
Northwestern Mutual Investment Services Llc Saint Louis MO 12/2014 03/2017
Ursuline Academy Freshmen Women's Basketball Team St Louis MO 10/2016 03/2017
Timothy E Radden Scottsdale AZ 03/2017 04/2022
Northwestern Mutual Investment Services Llc Phoenix AZ 01/2018 04/2022
Northwestern Mutual Investment Services Llc Washington DC 09/2023 04/2025
Matthew Aaron Washington DC 09/2023 04/2025
American Express Phoenix AZ 05/2022 01/2023
Matthew Aaron Washington DC 08/2022 08/2023
Trajan Wealth Scottsdale AZ 05/2025 Present
  • 12/2014 → 03/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2014 → 03/2017
    Northwestern Mutual Investment Services Llc
    Saint Louis, MO
  • 10/2016 → 03/2017
    Ursuline Academy Freshmen Women's Basketball Team
    St Louis, MO
  • 03/2017 → 04/2022
    Timothy E Radden
    Scottsdale, AZ
  • 01/2018 → 04/2022
    Northwestern Mutual Investment Services Llc
    Phoenix, AZ
  • 09/2023 → 04/2025
    Northwestern Mutual Investment Services Llc
    Washington, DC
  • 09/2023 → 04/2025
    Matthew Aaron
    Washington, DC
  • 05/2022 → 01/2023
    American Express
    Phoenix, AZ
  • 08/2022 → 08/2023
    Matthew Aaron
    Washington, DC
  • 05/2025 → Present
    Trajan Wealth
    Scottsdale, AZ
Other Businesses

Will sell fixed- indexed annuities as part of overall Trajan role. This will be approx. 30 hrs per month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-05-04
  • S63 Uniform Securities Agent State Law Examination
    2016-05-04
Designations
Other Names
  • Blaire E Underwood
  • Blaire Elizabeth Underwood
  • Blaire Elizabeth Simmons

View on SEC IAPD

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