Jared J. Andreoli
SIMPLICITY FINANCIAL
Milwaukee, WI 53202
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CRD#: 6684888
Professional summary
Jared John Andreoli, CFP®, who also goes by Jared Andreoli, is a registered financial advisor currently at SIMPLICITY FINANCIAL, LLC located in Milwaukee, Wisconsin.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jared has worked at 1 firm and has passed the Series 65 exam.
Biography
Jared Andreoli launched Simplicity Financial in 2017. He is a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®).
I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me.
After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Small Business Planning
Debt Management
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Medical Professionals
Millennials
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Jared Andreoli
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.
Jared Andreoli serves as president of Simplified Accounting Solutions LLC ("SAS"), a tax preparation and service firm. This activity represents no more than twenty-five percent of his time February through April, most of which can be conducted outside of normal business hours. Other times of the year, this activity represents no more than five percent of his time, most of which can be conducted outside of normal business hours. This role has the potential of presenting a conflict of interest if there is a referral made from the Firm to SAS for a client looking for tax preparation services. Jared Andreoli is the Treasury of the Kenosha Public Museum Foundation. This takes up less then 1 percent of his time and is done outside of normal business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jared John Andreoli'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®
CFP®
Start date: 2019
Experience
Current
December 6, 2016 - Present
SIMPLICITY FINANCIAL, LLC
Office #1: 342 N Water Street 6th Floor, Milwaukee, WI 53202RIA
CRD#: 284578
Milwaukee, WI
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.Highlighted states indicate IAR registrations
IAR
Wisconsin(12/6/2016)
Current Firm
SIMPLICITY FINANCIAL, LLC
SIMPLICITY FINANCIAL, LLC
CRD#: 284578 / SEC#:
Wisconsin
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Contact information
Main Address
342 N Water Street 6th Floor, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 207-6473
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 4,500,000 |
Red Flags
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Company Information
SIMPLICITY FINANCIAL, LLC
CRD#: 284578Milwaukee, WI 53202TRUST BUT VERIFY
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