# SIMPLICITY FINANCIAL, LLC

SIMPLICITY FINANCIAL, LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 284578
- Type: SEC-registered investment adviser
- Location: 342 N WATER STREET, MILWAUKEE, WI, 53202
- Phone: (414) 207-6473
- Latest filing: 2026-01-22
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 79

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284578/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284578/similar
- Related entities: https://search.stillhousedata.com/firm/284578/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284578

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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.