Best Investors Account Sign in
Inactive

Braden C Monahan

Simplicity Wealth

Lincolnshire, IL

Summit, NJ

Claim This Profile
Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-10
  • IL RA
    APPROVED
    Since 2024-09-10

Branch Locations

103 Schelter Rd Suite 10, Lincolnshire, IL 60069 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
Ehlert Financial Group Lincolnshire IL 05/2023 09/2024
University Of Illinois Champaign IL 09/2022 04/2023
Finn Scientific Batavia IL 06/2022 08/2022
Univeristy Of Illinois Champaign IL 09/2021 05/2022
Tryad Soutions St. Charles IL 05/2021 08/2021
University Of Illinois Champaign IL 08/2020 04/2021
University Of Minnesota Twin Cities Minneapolis MN 08/2019 07/2020
All Star Sports Instruction St. Charles IL 05/2016 07/2019
Geneva Community High School Geneva IL 08/2015 05/2019
Simplicity Wealth Summit NJ 09/2024 Present
Simplicity Group Summit NJ 07/2025 Present
Protected Tomorrows Linconshire IL 04/2026 Present
  • 05/2023 → 09/2024
    Ehlert Financial Group
    Lincolnshire, IL
  • 09/2022 → 04/2023
    University Of Illinois
    Champaign, IL
  • 06/2022 → 08/2022
    Finn Scientific
    Batavia, IL
  • 09/2021 → 05/2022
    Univeristy Of Illinois
    Champaign, IL
  • 05/2021 → 08/2021
    Tryad Soutions
    St. Charles, IL
  • 08/2020 → 04/2021
    University Of Illinois
    Champaign, IL
  • 08/2019 → 07/2020
    University Of Minnesota Twin Cities
    Minneapolis, MN
  • 05/2016 → 07/2019
    All Star Sports Instruction
    St. Charles, IL
  • 08/2015 → 05/2019
    Geneva Community High School
    Geneva, IL
  • 09/2024 → Present
    Summit, NJ
  • 07/2025 → Present
    Simplicity Group
    Summit, NJ
  • 04/2026 → Present
    Protected Tomorrows
    Linconshire, IL
Previous Registrations
  • 2024-01-26 → 2024-09-05
    Ehlert Financial Group, Inc.
    Lincolnshire, IL
Other Businesses

Simplicity Group; not investment related; 475 Springfield Ave, Summit, NJ 07901; Insurance Sales; 07/31/2025; hours per month during trading hours 20; Presenting and explaining life insurance policies for sale in tandem with my role as financial adviser. Braden Monahan; not investment related; 475 Springfield Ave, Summit, NJ 07901; Registered Insurance Agent; 07/31/2025; hours per month during trading hours 20; Presenting and explaining life insurance policies for sale in tandem with my role as financial adviser.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lincolnshire, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor