Maryanne E. John

SIMPLE WEALTH LLC

Liberty Lake, WA 99019

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CRD#: 6321846

Professional summary

Maryanne Elizabeth John, who also goes by Maryanne Benn, is a registered financial advisor currently at SIMPLE WEALTH LLC located in Liberty Lake, Washington and OSAIC WEALTH, INC. located in Liberty Lake, Washington.

Maryanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Maryanne has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maryanne Benn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MARYANNE JOHN POSITION: Owner NATURE: Independent Licensed Life & Disability Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2015 ADDRESS: 8409 N Country Homes Blvd, Spokane WA 99208 DESCRIPTION: Life & Disability Insurance licensed 2. FINANCIAL BEGINNINGS POSITION: Volunteer Educator NATURE: National 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2025 ADDRESS: 2705 E Burnside St #214, Portland OR 97214, United States DESCRIPTION: Teach the information in the curricula to groups who have requested a presentation from the non-profit. The classes are financial literacy, the emphasis is on planning, saving, understanding credit scores, etc. The non-profit has received approval and funding for their curricula from the Consumer Protection Agency and has worked with other federal agencies as well. This is strictly volunteer teaching of financial Literacy. This is not marketing for myself and it is not investment advice in any capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maryanne Elizabeth John's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 25, 2022 - Present

SIMPLE WEALTH LLC

Office #1: 2310 N Molter Suite 103, Liberty Lake, WA 99019

RIA

CRD#: 152865

Liberty Lake, WA

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 2310 N Molter Rd Ste 103, Liberty Lake, WA 99019

RIA

CRD#: 23131

LIBERTY LAKE, WA

Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LIBERTY LAKE, WA

Past

May 22, 2014 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

SPOKANE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Washington
(1/25/2022)

Washington
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/24/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SIMPLE WEALTH LLC

INVESTMENT DYNAMICS, INC. | SIMPLE WEALTH LLC

CRD#: 152865 / SEC#:

Idaho

Registered Investment Advisory firm - (8/14/2017 Approved)

Texas

Registered Investment Advisory firm - (1/6/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/24/2011 Approved)

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Contact information

Main Address

2310 N Molter Suite 103, Liberty Lake, WA 99019

Mailing Address

Phone number

(509) 325-8471

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 65,329,942

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Maryanne E. John

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maryanne Elizabeth John's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLE WEALTH LLC

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

SECURITIES SERVICE NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/21/2014

FINRA

Current Firm

SIMPLE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMPLE WEALTH LLC

TRUST BUT VERIFY

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