# SIMPLICITY SOLUTIONS, LLC

SIMPLICITY SOLUTIONS, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 175009
- Type: SEC-registered investment adviser
- SEC file number: 801-81008
- Location: 3600 AMERICAN BOULEVARD WEST, SUITE 750, MINNEAPOLIS, MN, 55431
- Phone: 952-831-0039
- Latest filing: 2023-10-13
- Regulatory AUM: $3.3B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $68.2M
- Clients: 130
- Accounts: 7,118

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| STAPLETON ROBERT JAMES | BOARD OF MANAGERS | — |
| PRIES BRADLEY EARL | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER (+3 more) | — |
| WAGNER CHRISTIAN MYERS | BOARD OF MANAGERS | — |
| SCHUH JEFFREY ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| KUNTZ MATTHEW J | CHIEF OPERATIONS OFFICER | — |
| LEIDNER MITCHELL MARC | CFO AND TREASURER/BOARD MEMBER; CFO/TREASURER | — |
| PRENTICE PAUL MATHEW | PRESIDENT | — |
| OLESINSKI KATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | — |
| WICKERSHAM SEAN DAVID | BOARD MEMBER | — |
| FOSTER CODY GRANT | BOARD OF MANAGERS | — |
| WOOD ANGELA CHRISTINE | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| ROZMAN THOMAS JOHN | CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| MARGOLIES JARED LANCE | CHIEF COMPLIANCE OFFICER | — |
| MCCANN ERIN BARTLETT | PRESIDENT | — |
| DONALDSON BRUCE GEORGE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/BOARD MEMBER | — |
| Parker Christina | SECRETARY | — |
| TINNIRELLO PAUL ADAM | EXECUTIVE VICE PRESIDENT | — |
| MARGOLIES JARED | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175009/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175009/similar
- Related entities: https://search.stillhousedata.com/firm/175009/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175009

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.