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Alan Dean Cantrell

Simplicity Wealth

Summit, NJ

Fayetteville, AR

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-03-27
WA RA APPROVED 2023-03-22
AR RA APPROVED 2022-09-08
  • OR RA
    APPROVED
    Since 2023-03-27
  • WA RA
    APPROVED
    Since 2023-03-22
  • AR RA
    APPROVED
    Since 2022-09-08

Branch Locations

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

2907 E Joyce Blvd. Suite 2A, Fayetteville, AR 72703 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Strategies Group Llc Fayetteville AR 04/2012 Present
Krueger & Catalano Capital Partners Llc Houston TX 06/2020 02/2022
Simplicity Wealth Fayetteville AR 02/2022 Present
  • 04/2012 → Present
    Retirement Strategies Group Llc
    Fayetteville, AR
  • 06/2020 → 02/2022
    Krueger & Catalano Capital Partners Llc
    Houston, TX
  • 02/2022 → Present
    Fayetteville, AR
Previous Registrations
Other Businesses

Retirement Strategies Group LLC; Investment related: No; 2907 E Joyce Blvd. Fayetteville, Arkansas 72703; Insurance Sales; Pres/CEO; January 2013; Approximate Hours per month: 80Hrs; Number of Hours during trading Hours: 40Hrs per month; Life Insurance & Annuity Sales; Duties: Prospecting & talking with potential clients for the sale of annuities for retirement income and some life insurance. Alan Dean Cantrell; Investment related: No; 2907 E Joyce Blvd. Fayetteville, Arkansas 72703; Insurance Agent; Pres/CEO; January 2013; Approximate Hours per month: 80Hrs; Number of Hours during trading Hours: 40Hrs per month; Life Insurance & Annuity Sales; Duties: Prospecting & talking with potential clients for the sale of annuities for retirement income and some life insurance. Precision Golf Strategies, LLC , Investment Related, No; 22541 W War Eagle Rd. STE A Springdale, AR 72764, 11/15/2024, Manager, Number of Hours during trading Hours: 40Hrs per month 0, Approximate Hours per month: 5-10 just on weekends ; It is a Golf Simulator that I have built to help people with their golf game on weekends and possibly during the week after I retire.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-18
S63 Uniform Securities Agent State Law Examination 1986-06-16
  • S65 Uniform Investment Adviser Law Examination
    2017-03-18
  • S63 Uniform Securities Agent State Law Examination
    1986-06-16

View on SEC IAPD

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