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Gerald Olsen

Simple Financial, LLC

West Jordan, UT

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Current Employers
Simple Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19

View on SEC IAPD

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Other Investors

NATHAN HATCH BILLETER
Justin Carlos Lizama
Marcus Jay Erwin
LAWRENCE WAYNE GRAY
Kristopher Robert Wilson
Ryan K Anderson
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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