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Ryan K Anderson

Simple Financial, LLC

West Jordan, UT

Meridan, ID

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Current Employers
Simple Financial, Llc

6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-17
  • ID RA
    APPROVED
    Since 2025-06-17

Branch Locations

6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States

800 S Industry Way Suite 250, Meridan, ID 83642 • 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
Gradient Advisors Llc Arden Hills MN 09/2021 12/2022
Dancing Squirrels Inc Rathdrum ID 01/2016 Present
Simple Financial, Llc Liberty Lake WA 04/2023 08/2023
Legacy Insurance & Financial Services, Llc Boise ID 08/2015 03/2023
Aegis Wealth Management, Inc. Guthrie Center IA 03/2023 06/2025
Simple Financial, Llc West Jordan UT 06/2025 Present
Previous Registrations
Other Businesses

1. Dancing Squirrels Inc; Investment Related; 7319 W Sunrise St, Rathdrum, ID 83858; Life & Health Insurance; Owner; Start date 01/2016

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-06
  • S65 Uniform Investment Adviser Law Examination
    2021-08-06

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

NATHAN HATCH BILLETER
Justin Carlos Lizama
Marcus Jay Erwin
Gerald Olsen
LAWRENCE WAYNE GRAY
Kristopher Robert Wilson
Benjamin James Bird
RUSSELL BOYD BUTLER

Other Offices

U.S. BANCORP ADVISORS, LLC · West Jordan, UT
DIVERSIFY ADVISORY SERVICES, LLC · SUITE 303, UT
DIVERSIFY ADVISORY SERVICES, LLC · SALT LAKE CITY, UT
PFS INVESTMENTS INC. · SALT LAKE CITY, UT
STEWARD FINANCIAL SERVICES, LLC · SALT LAKE CITY, UT
LPL FINANCIAL LLC · MIDVALE, UT
PRESIDIO WEALTH MANAGEMENT · MIDVALE, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TAYLORSVILLE, UT

More in West Jordan, UT

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