SIMPLIFIED PLANNING AND INVESTMENTS

SIMPLIFIED PLANNING AND INVESTMENTS of JOHNSTON, IA is an SEC-registered investment adviser (CRD 338036). Regulatory assets under management: $8.4M.

Registration

• CRD: 338036
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338036 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search