Ryan Jennestad Lovell
Investment adviser representative at Simplicity Wealth
17 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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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
17 years in the industry.
- Simplicity WealthMay 2026 to now
- Simplicity InvestmentsMar 2026 to now
- Simplicity GroupFeb 2026 to now
- Osaic Wealth/highland CapitalNov 2024 to Jan 2026
- Covr Financial Technologies, Inc.Jan 2020 to Mar 2025
- The Leaders Group, Inc.Jan 2020 to Mar 2025
- Ameriprise Financial Services, Inc.May 2009 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 4981652
- Firm CRD
- 300572