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342 N Water Street 6Th Floor, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-12-06 |
Branch Locations
342 N Water Street 6Th Floor, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bancorp Fund Services, Llc | Milwaukee | WI | 08/2012 | 12/2018 |
| Simplicity Financial, Llc | Milwaukee | WI | 01/2017 | Present |
| Simplified Accounting Solutions Llc | Milwaukee | WI | 01/2020 | Present |
Jared Andreoli serves as president of Simplified Accounting Solutions LLC ("SAS"), a tax preparation and service firm. This activity represents no more than twenty-five percent of his time February through April, most of which can be conducted outside of normal business hours. Other times of the year, this activity represents no more than five percent of his time, most of which can be conducted outside of normal business hours. This role has the potential of presenting a conflict of interest if there is a referral made from the Firm to SAS for a client looking for tax preparation services. Jared Andreoli is the Treasury of the Kenosha Public Museum Foundation. This takes up less then 1 percent of his time and is done outside of normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-16 |
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