Daniel Joseph Harmeyer
Investment adviser representative at Simplicity Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Simplicity WealthAug 2025 to now
- Retirement Income Specialists, LLCJul 2025 to now
- Tlg Advisors IncJul 2025 to Jul 2025
- Trajan Wealth LLCJan 2023 to May 2025
- Fisher InvestmentsAug 2021 to Dec 2022
- Valic Finanical Advisors, IncDec 2018 to Aug 2021
- Cuna Brokerage Services, IncJun 2015 to Dec 2018
- Cuna Mutual GroupJun 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (GA).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1643054
- Firm CRD
- 300572