Braden C Monahan

Simplicity Wealth

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Simplicity Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

154 advisors

Number of Clients

5,619 clients

Average Client Portfolio

$640K average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:None

Location

103 Schelter Rd, Suite 10, Lincolnshire, IL, 60069

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Simplicity Wealth

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Ehlert Financial Group, INC.

January 2024 - September 2024 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.