Gerald Olsen

Employer firm

Simple Financial, LLC CRD 321616

73 advisory clients

Reported services (Item 5G)

Financial planning
Pension consulting
Selection of other advisers
BUSINESS CONSULTING

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

Current Employers

Simple Financial, Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-09-12

UT RA
APPROVED

Since 2025-09-12

Branch Locations

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

Organization	City	State	From	To
Legacy Insurance And Financial Services	West Jordan	UT	06/2014	Present
Simple Financial, Llc	West Jordan	UT	09/2025	Present

06/2014 → Present

Legacy Insurance And Financial Services

West Jordan, UT
09/2025 → Present

Simple Financial, Llc

West Jordan, UT

Other Businesses

Legacy Insurance and Financial Services; investment related; West Jordan, Utah; Insurance; Insurance Agent; 06/2014; 160 hours per month; 160 hours during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-19

S65 Uniform Investment Adviser Law Examination

2025-08-19

View on SEC IAPD

Employer firm

Current Employers

Simple Financial, Llc

Disclosures

Employment History

Other Businesses

Exams

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