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Benjamin Russell Geiger

Benjamin R. Geiger

SIMPLIFIED PLANNING AND INVESTMENTS
JOHNSTON, IA 50131
CRD#: 6862060
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Benjamin Russell Geiger
Benjamin Russell GeigerSIMPLIFIED PLANNING AND INVESTMENTS

Professional summary

Benjamin Russell Geiger, CFP® is a registered financial advisor currently at SIMPLIFIED PLANNING AND INVESTMENTS located in Johnston, Iowa.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Russell Geiger'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®

Certified Financial Planner

Start date: 2020

Experience

Current

September 5, 2025 - Present

SIMPLIFIED PLANNING AND INVESTMENTS

Office #1: 6165 Nw 86th St., Johnston, IA 50131
RIA
CRD#: 338036
JOHNSTON, IA
Past

April 28, 2020 - August 28, 2025

SYVERSON STREGE

RIA
CRD#: 109228
WEST DES MOINES, IA
Past

January 2, 2018 - August 15, 2018

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
JOHNSTON, IA
Past

November 1, 2017 - August 15, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
JOHNSTON, IA

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
Iowa
(9/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2017
General Securities Representative Examination

Current Firm

SP
SIMPLIFIED PLANNING AND INVESTMENTS
SIMPLIFIED PLANNING | SIMPLIFIED PLANNING AND INVESTMENTS LLC | SIMPLIFIED PLANNING AND INVESTMENTS

CRD#: 338036 / SEC#:

Iowa
Registered Investment Advisory firm - (9/5/2025 Approved)
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Contact information

Main Address
6165 Nw 86th St., Johnston, IA 50131
Mailing Address
Phone number
(515) 216-4442
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

SIMPLIFIED PLANNING AND INVESTMENTS

CRD#: 338036Johnston, IA 50131

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