Benjamin Russell Geiger

Employer firm

Simplified Planning And Investments CRD 338036

$8.43M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 07/2018
  Signator Investors, Inc.
  Johnston, IA
• 08/2015 → 05/2017
  Iowa State Alumni Center
  Ames, IA
• 07/2016 → 05/2017
  Jim Russell Financial Services
  Cedar Rapids, IA
• 06/2017 → 07/2018
  Central Financial Group
  Johnston, IA
• 08/2018 → 08/2025
  Syverson Strege
  West Des Moines, IA
• 07/2025 → Present
  Simplified Planning And Investments, Llc
  Urbandale, IA

Previous Registrations

• 2020-04-28 → 2025-08-28
  Syverson Strege
  West Des Moines, IA
• 2018-01-02 → 2018-08-15
  Signator Investors, Inc.
  Johnston, IA

Other Businesses

1. Benjamin Geiger; non-investment related; 6165 NW 86th St. Johnston, IA 50131; Paraplanning; 1099 Contractor; Paraplanner; 10/2025; 10 hrs.; Support firm process improvement initiatives and perform ad hoc client- and firm-related tasks to enhance operational efficiency. 2. Benjamin Geiger; non-investment related; 6165 NW 86th St. Johnston, IA 50131; EngageFP, LLC; Co-Owner; Software Developer; 07/2026,; 8 hrs.; Provide strategic oversight, ownership governance, and product design direction for B2B client engagement software developed exclusively for financial advisors.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-19

Designations

• Certified Financial Planner