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Elena M Larson

Simplicity Wealth

Summit, NJ

Meredith, NH

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-07-14
  • NH RA
    APPROVED
    Since 2022-07-14

Branch Locations

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

Meredith, NH • 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
Gnerre Projects Inc Meredith NH 06/2000 03/2017
Dak Financial Group Meredith NH 08/2016 Present
Mhp-Asset Management Tilton NH 09/2017 01/2020
Sawtooth Solutions, Llc Meredith NH 01/2020 08/2022
Simplicity Wealth Summit NJ 06/2022 Present
Lakes Financial Meredith NH 04/2023 Present
  • 06/2000 → 03/2017
    Gnerre Projects Inc
    Meredith, NH
  • 08/2016 → Present
    Dak Financial Group
    Meredith, NH
  • 09/2017 → 01/2020
    Mhp-Asset Management
    Tilton, NH
  • 01/2020 → 08/2022
    Sawtooth Solutions, Llc
    Meredith, NH
  • 06/2022 → Present
    Summit, NJ
  • 04/2023 → Present
    Lakes Financial
    Meredith, NH
Previous Registrations
  • 2020-01-21 → 2022-08-01
    Simplicity Solutions, Llc
    Meredith, NH
    Minneapolis, MN
  • 2017-08-19 → 2020-01-17
    Tilton, NH
Other Businesses

DAK Financial; Investment Related or Not Investment Related: Investment related; Address: 36 Country Club Road, Gilford NH 03249; Description of business: Insurance; Title: Insurance Consultant; Start Date: 08/2016; The approximate number of hours/month you devote to the other business: 10; The number of hours you devote to the other business during securities trading hours: 10; Description of other business: I work with a business DAK Financial Group, were the owner of the company David Kutcher has solely an insurance license. I work in the office as an IAR and also share in a portion of the commissions related to our insurance business. As part of DAK financial groups succession planning I am paid a portion of trail commissions from previously written business. I am also compensated for processing insurance applications on a percase basis. Elena Larson; Investment Related or Not Investment Related: Investment related; Address: 7 Sachem Cove Road, Meredith NH 03253; Description of business: Insurance; Title: Licensed independent insurance agent; Start Date: 08/2016; The approximate number of hours/month you devote to the other business: 10; The number of hours you devote to the other business during securities trading hours: 10; Description of other business: Insurance sales. Kutcher Financial Services LLC--Investement related -Yes;3251 S Sky Ranch Loop Palmer AK 99645; Insurance Agency; Administration;01/22/2025-Administration work for an insurance agent-Hours devoted during trading hours - 10: hours devted per month-10 hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-02
  • S65 Uniform Investment Adviser Law Examination
    2017-08-02
Other Names
  • Elena Marie Johnson
  • Elena M Johnson

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