Kristopher Robert Wilson

Current Employers

Simple Financial, Llc

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

OR RA
APP_PEND_IARCE

Since 2026-01-01
ID RA
APPROVED

Since 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

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

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

01/2023 → Present

Simple Financial, Llc

West Jordan, UT
11/2016 → Present

Legacy Insurance & Financial Services, Llc

West Jordan, UT
05/2005 → 10/2016

Anderson And Wood Construction

Meridian, ID

Other Businesses

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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-20

S65 Uniform Investment Adviser Law Examination

2022-07-20

View on SEC IAPD

Current Employers

Simple Financial, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews