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Current Employers
Simplified Wealth Management, Llc

565 Fox Glen Ct., Barrington, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-06-16
TX RA APPROVED 2021-06-16
IL RA APPROVED 2021-05-13
  • AZ RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED
    Since 2021-06-16
  • IL RA
    APPROVED
    Since 2021-05-13

Branch Locations

565 Fox Glen Ct., Barrington, IL 60010 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atkins And Associates Cary IL 02/2014 05/2021
Mjg Construction, Llc Barrington IL 01/2009 Present
Heritage Realty Group, Inc Barrington IL 06/1988 Present
Kingsview Asset Management Chicago IL 04/2017 10/2017
Significant Wealth Partners Inc. Cary IL 07/2018 05/2021
Simplified Wealth Management, Llc Barrington IL 04/2021 Present
Michael Graft, Jr., Sole Proprietor Barrington IL 02/2014 Present
Our Family Office, Llc Barrington IL 06/2021 Present
  • 02/2014 → 05/2021
    Atkins And Associates
    Cary, IL
  • 01/2009 → Present
    Mjg Construction, Llc
    Barrington, IL
  • 06/1988 → Present
    Heritage Realty Group, Inc
    Barrington, IL
  • 04/2017 → 10/2017
    Kingsview Asset Management
    Chicago, IL
  • 07/2018 → 05/2021
    Significant Wealth Partners Inc.
    Cary, IL
  • 04/2021 → Present
    Barrington, IL
  • 02/2014 → Present
    Michael Graft, Jr., Sole Proprietor
    Barrington, IL
  • 06/2021 → Present
    Our Family Office, Llc
    Barrington, IL
Previous Registrations
Other Businesses

Michael Graft, Jr., Sole Proprietor; Barrington, IL; Insurance Agent; Fixed Insurance Sales; Investment Related; Approximately 2 hours per month spent on this activity; Approximately 1 hour per month during trading hours; Started 02/2014. MJG Construction, LLC; Barrington, IL; Non-investment Related; Manager/Field Coordinator; Manage construction projects; Approximately 140 hours per month spent; Approximately 100 hours during trading hours; Started 01/2009. The Heritage Realty Group, Inc.; Barrington, IL; Investment Related; Managing Broker; Real Estate Brokerage; Approximately 16 hours per month spent; Approximately 5 hours during trading hours; Started 06/1988. Our Family Office, LLC; Barrington, IL;Investment Related;Licensed Insurance Agent; Insurance Sales; Approximately 2 hours per month spent; Approximately 1 hour during trading hours; Started 06/2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-12
  • S65 Uniform Investment Adviser Law Examination
    2017-04-12
Other Names
  • Michael Graft

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