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SIMPLIFIED PLANNING AND INVESTMENTS
SIMPLIFIED PLANNING AND INVESTMENTS LLC
CRD 338036
6165 NW 86TH ST., JOHNSTON, IA, 50131, United States
Phone
515-216-4442
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.4M
Discretionary AUM
$8.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $889K |
All web addresses on file
Official SEC filing: View on IAPD