Jared Andreoli (CRD# 6684888) is an Investment Advisor Representative working at Simplicity Financial, LLC in Milwaukee, WI and has over 8 years of experience in the finance industry. Jared Andreoli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplified Accounting Solutions LLC | Milwaukee, WI | Jan 2020 - Current | 4 |
| Simplicity Financial, LLC | Milwaukee, WI | Jan 2017 - Current | 7 |
| Us Bancorp Fund Services, LLC | Milwaukee, WI | Aug 2012 - Dec 2018 | 6 |
| Racine Hitters Baseball Academy | Racine, WI | Aug 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- WI
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts62ACCOUNTS
-
Average Account Value$40,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
WI
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