Elizabeth Anne Windisch
Investment adviser representative at Simplicity Wealth
13 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
13 years in the industry.
- Simplicity WealthOct 2026 to now
- Maia WealthOct 2025 to now
- Gps Wealth Stategies Group, LLCMar 2018 to Oct 2025
- LPL Financial LLCMar 2018 to Oct 2025
- Cetera Advisor Networks LLCNov 2017 to Mar 2018
- Girard Securities, Inc.May 2014 to Nov 2017
- United Capital Financial Advisers, LLCAug 2013 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4758583
- Firm CRD
- 300572