Eric Allen Sigdestad

Employer firm

Simplifi, Inc. CRD 154900

$276M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2010 → Present
  Simplifi, Inc. (Formerly Known As Sigdestad Financial, Inc.)
  San Diego, CA
• 08/2010 → 01/2024
  Simplifi, Inc. (Formerly Known As Sigdestad Financial, Inc.)
  San Diego, CA

Previous Registrations

• 2007-01-04 → 2010-09-09
  Lpl Financial Llc
  San Bernardino, CA
  Huntington Beach, CA
  San Jacinto, CA
  Victorville, CA
  San Diego, CA
  Fort Mill, SC
  San Diego, CA
  Riverside, CA
  Murrieta, CA
  Upland, CA
  Ontario, CA
  Cerritos, CA
  San Bernardino, CA
  San Diego, CA
  Palm Springs, CA
• 2005-07-14 → 2006-12-31
  Cetera Wealth Services, Llc
  San Diego, CA
  San Bernardino, CA
  Riverside, CA
  San Jacinto, CA
  Murrieta, CA
  Upland, CA
  Ontario, CA
  Palm Springs, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-09
• S63 Uniform Securities Agent State Law Examination
  1998-11-06

Designations

• Certified Financial Planner

Other Names

• Eric Allen Sigdestad