Timothy Reid Underwood
Investment adviser representative at Simplicity Wealth
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Simplicity WealthFeb 2024 to now
- Simplicity GroupFeb 2024 to now
- Brett Reid Weatlh ManagementApr 2021 to now
- Brh GroupMar 2021 to now
- Brett Reid Group LLCMar 2020 to now
- Brett Reid Real Estate and InsuranceDec 2018 to now
- Growstrong Wealth Strategies, LLCFeb 2021 to Feb 2024
- Keller Williams Key Partners Real EstateJan 2019 to Jun 2023
- World Financial Group, Inc.Jan 2014 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
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
- 6260605
- Firm CRD
- 300572