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Anne Williams Coupe

Simplicity Wealth

Summit, NJ

Pleasant Prairie, WI

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-15
IL RA APPROVED 2025-04-28
  • WI RA
    APPROVED
    Since 2026-07-15
  • IL RA
    APPROVED
    Since 2025-04-28

Branch Locations

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

Pleasant Prairie, WI • 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
Ubs Global Asset Management Chicago IL 12/2010 12/2017
Bmo Asset Management Chicago IL 07/2018 11/2019
Unemployed Chicago IL 12/2017 07/2018
Aegon Usa Investment Management, Llc Chicago IL 07/2020 11/2023
Foreside Fund Services, Llc Chicago IL 08/2020 11/2023
Unemployed Barrington IL 11/2019 07/2020
Protected Tomorrows Licolnshire IL 04/2025 02/2026
Simplicity Wealth Summit NJ 04/2025 02/2026
Unemployed Barrington IL 11/2023 04/2025
Simplicity Wealth Summit NJ 03/2026 Present
Simplicity Investments Summit NJ 03/2026 Present
  • 12/2010 → 12/2017
    Ubs Global Asset Management
    Chicago, IL
  • 07/2018 → 11/2019
    Bmo Asset Management
    Chicago, IL
  • 12/2017 → 07/2018
    Unemployed
    Chicago, IL
  • 07/2020 → 11/2023
    Aegon Usa Investment Management, Llc
    Chicago, IL
  • 08/2020 → 11/2023
    Foreside Fund Services, Llc
    Chicago, IL
  • 11/2019 → 07/2020
    Unemployed
    Barrington, IL
  • 04/2025 → 02/2026
    Protected Tomorrows
    Licolnshire, IL
  • 04/2025 → 02/2026
    Simplicity Wealth
    Summit, NJ
  • 11/2023 → 04/2025
    Unemployed
    Barrington, IL
  • 03/2026 → Present
    Simplicity Wealth
    Summit, NJ
  • 03/2026 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
  • 2021-04-19 → 2024-04-24
    Aegon Asset Management Us
    Chicago, IL
    Cedar Rapids, IA
  • 2005-05-12 → 2007-08-02
    William Blair
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2004-02-04 → 2004-06-11
    J.P. Morgan Asset Management
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-05-17
S65 Uniform Investment Adviser Law Examination 2003-12-31
  • S63 Uniform Securities Agent State Law Examination
    2005-05-17
  • S65 Uniform Investment Adviser Law Examination
    2003-12-31
Other Names
  • Anne Macdonald Williams
  • Anne Macdonald Williams

View on SEC IAPD

Other Firms

CONCORD MANAGEMENT SERVICES, LLC
CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BIANCO WEALTH ADVISORS LLC
FORZA INVESTMENT GROUP, LP
TSP CAPITAL MANAGEMENT GROUP, LLC
OPPENHEIMER & CO. INC.

Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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