Kayzia Williams

SIMPLE FINANCIAL

HENDERSON, NV 89014

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CRD#: 7899954

Professional summary

Kayzia Williams is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in Henderson, Nevada.

Kayzia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kayzia has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

Legacy Insurance & Financial Services; inv Rel; Henderson, NV; Insurance; Agent; 04/2025; 100 hrs/mo; 30 hrs/mo dur sec; ins sales and services/mentor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayzia Williams'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

August 12, 2025 - Present

SIMPLE FINANCIAL, LLC

Office #1: 2551 N. Green Valley Pkwy Suite 306c, Henderson, NV 89014

RIA

CRD#: 321616

HENDERSON, NV

Past

October 18, 2024 - April 25, 2025

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

Las Vegas, NV

Past

May 23, 2024 - April 25, 2025

BANKERS LIFE SECURITIES, INC.

CRD#: 173962

Las Vegas, NV

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

Nevada
(8/12/2025)

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

State Security Law Exam

IAR

Series 66

Date: 10/12/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/22/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/3/2024

Securities Industry Essentials Examination

Current Firm

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)

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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

Documents

Latest Form ADV

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.

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Firm Stability Insights

Kayzia Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayzia Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLE FINANCIAL, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2024

Series 7TO

Date: 5/22/2024

SIE

Date: 4/3/2024

Current Firm

SIMPLE FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

SIMPLE FINANCIAL, LLC

TRUST BUT VERIFY

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