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Paula Jean Reynolds

Simplicity Wealth

Woodbury, MN

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-30
  • MN RA
    APPROVED
    Since 2023-06-30

Branch Locations

2042 Wooddale Drive, Suite 250, Woodbury, MN 55125 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
Questar Capital Corporation Minneapolis MN 04/2013 02/2017
Regulus Advisors, Llc Kentwood MI 02/2017 08/2019
Strategic Asset Preservation Lake Elmo MN 05/2011 03/2020
Brightpath Financial Woodbury MN 05/2020 Present
Simplicity Wealth Summit NJ 06/2023 Present
Paula Reynolds Ministry Woodbury MN 05/2025 Present
  • 04/2013 → 02/2017
    Questar Capital Corporation
    Minneapolis, MN
  • 02/2017 → 08/2019
    Regulus Advisors, Llc
    Kentwood, MI
  • 05/2011 → 03/2020
    Strategic Asset Preservation
    Lake Elmo, MN
  • 05/2020 → Present
    Brightpath Financial
    Woodbury, MN
  • 06/2023 → Present
    Summit, NJ
  • 05/2025 → Present
    Paula Reynolds Ministry
    Woodbury, MN
Other Businesses

1-BrightPath Financial, LLC - Investment Related - 2042 Wooddale Drive Suite 250 Woodbury Minnesota 55125 - Independent Insurance Agent - 09-01-2023 - selling Annuities, Life Insurance. I operate under BrightPath Financial, LLC. During trading hours: 2; Outside trading hours: 10 2-Paula Jean Reynolds - Independent Insurance Agent - Investment Related - 2042 Wooddale Drive Suite 250 Woodbury Minnesota 55125 - Licensed Independent Insurance Agent - 09-01-2023 - selling Annuities, Life Insurance. I operate under BrightPath Financial, LLC. During trading hours: 2; Outside trading hours: 10 3-Notary Public Commission; not investment related - 2042 Wooddale Drive Suite 250 Woodbury MN 55129; notary; 1989-08-28; During trading hours: 0; Outside trading hours: 0. 4-Woodbury Chamber- not investment Related Commerce Drive #285, Woodbury, MN 55125 - Woodbury Days Committee/Volunteer; 09-25-2024 - Woodbury Days is our Woodbury Fair. It last three days in August every year. We have the council members and then volunteers help at the event. The Council meets monthly for planning to improve and manage the event. During July/early August we meet every week. I operate under BrightPath Financial, LLC. During trading hours: 0 4-Woodbury Days Council-Not investment related- POBox 25042 Woodbury MN 55125; Council Member; 08/23/2024; approximate number of hours/month you devote to the other business-6 hrs. per month; number of hours you devote to the other business during securities trading hours-0;Incoming Chair for the Business Fair portion of the 3-day August Event held every year. 5-Eagle Brook Church-Not Investment related-111252 Eastview Road Woodbury MN 55129-Volunteer-11/18/202-approximate number of hours/month you devote to the other business-20 hrs. per month; number of hours you devote to the other business during securities trading hours-0;Volunteer Greeter, Baptism, Group Leader 6-Paula Reynolds Ministry-Not Investment related- 4761 Equine Trail, Woodbury, MN 55129-Marriage Officiant-5/28/2025-approximate number of hours/month you devote to the other business-1 hour per month; number of hours you devote to the other business during securities trading hours-0; I have recently become an ordained minister. This allows me to officiate wedding ceremonies upon request. This is a personal calling and a way for me to serve others during important life events. It is not a business activity and I do not solicit or promote this service as part of my financial practice. Availability is limited and done on a case-by-case basis, primarily for friends, family, or members of the local community.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-11
S63 Uniform Securities Agent State Law Examination 2013-04-25
  • S65 Uniform Investment Adviser Law Examination
    2023-05-11
  • S63 Uniform Securities Agent State Law Examination
    2013-04-25
Other Names
  • Paula J Gergen

View on SEC IAPD

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