# SIMPLIFIED PLANNING AND INVESTMENTS

SIMPLIFIED PLANNING AND INVESTMENTS of JOHNSTON, IA is an SEC-registered investment adviser.

## Registration

- CRD: 338036
- Type: SEC-registered investment adviser
- Location: 6165 NW 86TH ST., JOHNSTON, IA, 50131
- Phone: 515-216-4442
- Latest filing: 2026-07-17
- Regulatory AUM: $8.4M
- Discretionary AUM: $8.4M
- Non-discretionary AUM: $31K
- Clients: 1
- Accounts: 33

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338036/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338036/similar
- Related entities: https://search.stillhousedata.com/firm/338036/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338036

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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.