KW
Kristopher R. Wilson
SIMPLE FINANCIAL
MERIDIAN, ID 83642
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CRD#: 7652465
KW
Professional summary
Kristopher Robert Wilson is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in Meridian, Idaho.
Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kristopher has worked at 1 firm and has passed the Series 65 exam.
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.
LEGACY INSURANCE & FINANCIAL SERVICES, LLC; INV REL; INSURANCE AGENT-INS SALES AND SERVICES; MERIDIAN, ID; START 11/2016; APPROX 90% OF TIME; 50 HRS/MO; 2 HRS DURING SEC TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Robert Wilson'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®
NoneExperience
Current
March 27, 2023 - Present
SIMPLE FINANCIAL, LLC
Office #1: 800 S Industry Way Suite 250, Meridian, ID 83642RIA
CRD#: 321616
MERIDIAN, ID
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
Idaho(4/11/2023)
IAR
Oregon(3/27/2023)
Current Firm
SF
SIMPLE FINANCIAL, LLC
SIMPLE FINANCIAL, LLC
CRD#: 321616 / SEC#:
Idaho
Registered Investment Advisory firm - (4/11/2023 Approved)Nevada
Registered Investment Advisory firm - (7/11/2025 Approved)Oregon
Registered Investment Advisory firm - (3/27/2023 Approved)Utah
Registered Investment Advisory firm - (3/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6671 S Redwood Road Suite 200, West Jordan, UT 84084
Mailing Address
Phone number
(801) 707-2032
Established
Firm type
Fiscal year end
# of Employees
11
Red Flags
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