Blaire Elizabeth Underwood Simmons

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2016-05-04

Designations

• Chartered Financial Consultant

Other Names

• Blaire E Underwood
• Blaire Elizabeth Underwood
• Blaire Elizabeth Simmons