Michael J. Graft

SIMPLIFIED WEALTH MANAGEMENT

Barrington, IL 60010

Some features on this profile are disabled

CRD#: 6743913

Professional summary

Michael J Graft Jr., who also goes by Michael Graft Jr., is a registered financial advisor currently at SIMPLIFIED WEALTH MANAGEMENT, LLC located in Barrington, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Graft Jr.

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.

Atkins and Associates and Michael Graft, Jr., Sole Proprietor; Barrington, IL; Insurance Agent; Fixed Insurance Sales; Investment Related; Approximately 2 hours per month spent on this activity; Approximately 1 hour per month during trading hours; Started 02/2014. MJG Construction, LLC; Barrington, IL; Non-investment Related; Manager/Field Coordinator; Manage construction projects; Approximately 80 hours per month spent; Approximately 40 hours during trading hours; Started 01/2009. The Heritage Realty Group, Inc.; Barrington, IL; Investment Related; Managing Broker; Real Estate Brokerage; Approximately 10 hours per month spent; Approximately 5 hours during trading hours; Started 06/1988.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Graft Jr.'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

May 13, 2021 - Present

SIMPLIFIED WEALTH MANAGEMENT, LLC

Office #1: 565 Fox Glen Ct., Barrington, IL 60010

RIA

CRD#: 312513

Barrington, IL

Past

July 10, 2018 - June 8, 2021

SIGNIFICANT WEALTH PARTNERS LLC

RIA

CRD#: 293060

CARY, IL

Past

April 12, 2017 - December 4, 2017

KINGSVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 148107

Cary, IL

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

Arizona
(6/16/2021)

IAR

Illinois
(5/13/2021)

IAR

Texas
(6/16/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2017

Uniform Investment Adviser Law Examination

Current Firm

SIMPLIFIED WEALTH MANAGEMENT, LLC

CRD#: 312513 / SEC#:

Arizona

Registered Investment Advisory firm - (6/16/2021 Approved)

Illinois

Registered Investment Advisory firm - (2/26/2021 Approved)

Texas

Registered Investment Advisory firm - (5/28/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

565 Fox Glen Ct., Barrington, IL 60010

Mailing Address

Phone number

(847) 999-3693

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 21,596,499

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.

Similar Advisors

Allison Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Graft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Graft Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLIFIED WEALTH MANAGEMENT, LLC

SIGNIFICANT WEALTH PARTNERS LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2017

Current Firm

SIMPLIFIED WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMPLIFIED WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors