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Simple Financial, LLC CRD 321616
73 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| ID | RA | APPROVED | 2023-04-11 |
Branch Locations
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
800 S Industry Way Suite 250, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simple Financial, Llc | West Jordan | UT | 01/2023 | Present |
| Legacy Insurance & Financial Services, Llc | West Jordan | UT | 11/2016 | Present |
| Anderson And Wood Construction | Meridian | ID | 05/2005 | 10/2016 |
LEGACY INSURANCE & FINANCIAL SERVICES, LLC; INV REL; INSURANCE AGENT-INS SALES AND SERVICES; MERIDIAN, ID; START 11/2016; APPROX 90% OF TIME; 50 HRS/MO; 2 HRS DURING SEC TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-20 |
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