Timothy Reid Underwood

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 01/2023
  World Financial Group, Inc.
  Northglenn, CO
• 01/2019 → 06/2023
  Keller Williams Key Partners Real Estate
  Prairie Village, KS
• 03/2020 → Present
  Brett Reid Group Llc
  Prairie Village, KS
• 02/2021 → 02/2024
  Growstrong Wealth Strategies, Llc
  Loveland, CO
• 12/2018 → Present
  Brett Reid Real Estate And Insurance
  Prairie Village, KS
• 04/2021 → Present
  Brett Reid Weatlh Management
  Prairie Village, KS
• 03/2021 → Present
  Brh Group
  Prairie Village, KS
• 02/2024 → Present
  Simplicity Group
  Summit, NJ

Previous Registrations

• 2021-02-16 → 2024-02-07
  Growstrong Wealth Strategies
  Prairie Village, KS
  Fort Collins, CO
• 2018-02-12 → 2020-11-10
  Transamerica Financial Advisors, Llc
  Westminister, CO
• 2014-01-09 → 2017-01-31
  Transamerica Financial Advisors, Llc
  Greenwood Village, CO

Other Businesses

1 - Brett Reid Group LLC; Investment-related; 4200 Somerset Dr. Suite 101 Prairie Village, KS 66208; P&C Insurance; Agent; Partner; March 2020; 50 hrs/month; 40 during sec. trading hrs; Day to day management. 2 - BRH Group; Investment-related; 4200 Somerset Dr. Suite 101 Prairie Village, KS 66208; Insurance business; Sales; Partner; March 2021; 50hrs/month; 40 during sec. trading hrs; Insurance sales. 3- Tim Underwood, Independent Insurance Agent; Investment-related; 4200 Somerset Dr. Suite 101 Prairie Village, KS 66208; P&C Insurance; Licensed Insurance Agent; March 2021; 50hrs/month; 40 during sec. trading hrs; Insurance Sales. 4 - Brett Reid Real State and Insurance; Investment-related; 4200 Somerset Dr. Suite 101 Prairie Village, KS 66208; Real Estate and Insurance; Sales; Real Estate; December 2018; 40 hrs/month; 2 during sec. trading hrs; List and sell real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-23
• S63 Uniform Securities Agent State Law Examination
  2013-11-15