Linda Jensen is a ChFC-designated registered investment advisor at Simplicity Wealth, based in Olympia, WA, with 25 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
3250 14th Ave, Olympia, WA, 98502
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linda offers fixed and indexed annuities, traditional life insurance products, and disability insurance through Senior Financial Services DBA Heart Financial Group, dedicating about half of her time. She also acts as an independent life insurance agent for The Impact Partnership, LLC, recommending and selling life insurance and fixed indexed annuities, which takes up an additional 60 hours per month.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Wealth Watch Advisors, INC
Impact Partnership Wealth, LLC
Asset Care Financial LLC
Foundations Investment Advisors LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Financial Advocates Advisory Services, LLC
Diversified Financial Advisors
LPL Financial Corporation
LPL Financial CorporationBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Locust Street Securities, INC.Broker
Pruco Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.