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RA

Ryan K Anderson

SIMPLE FINANCIAL
MERIDIAN, ID
·CRD# 7442007·5 years experience

Professional Summary

Ryan K Anderson is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in Meridian, Idaho. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

SIMPLE FINANCIAL, LLC·CRD# 321616
RIA
800 S Industry Way Suite 250, Meridian, ID 83642
June 17, 2025 - Present
SIMPLE FINANCIAL, LLC·CRD# 321616
RIA
Liberty Lake, WA
April 11, 2023 - August 4, 2023
AEGIS WEALTH MANAGEMENT, INC.·CRD# 301990
RIA
Caldwell, ID
April 3, 2023 - June 18, 2025
GRADIENT ADVISORS, LLC·CRD# 152665
RIA
Rathdrum, ID
September 21, 2021 - December 31, 2022

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Current Firm

SF
SIMPLE FINANCIAL, LLC

SIMPLE FINANCIAL, LLC

CRD#: 321616
Idaho
Registered Investment Advisory firm - Idaho (4/11/2023 Approved)
Nevada
Registered Investment Advisory firm - Nevada (7/11/2025 Approved)
Oregon
Registered Investment Advisory firm - Oregon (3/27/2023 Approved)
Utah
Registered Investment Advisory firm - Utah (3/24/2023 Approved)

Contact Information

Main Address

6671 S Redwood Road Suite 200, West Jordan, UT 84084

Phone Number

(801) 707-2032

# of Employees

11

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. Dancing Squirrels Inc; Investment Related; 7319 W Sunrise St, Rathdrum, ID 83858; Life & Health Insurance; Owner; Start date 01/2016

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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.
IAR
Idaho
(6/17/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan K Anderson's CRS (Customer Relationship Summary).

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