Keith Brandon Lester
Investment adviser representative at Simplicity Wealth
14 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
14 years in the industry.
- Simplicity WealthAug 2025 to now
- Kbl EnterprisesJan 2013 to now
- Eagle Team Financial ProsNov 2012 to now
- Ethos TechnologiesOct 2021 to Jan 2023
- Digital Advisor Alliance (smart Retirement)Dec 2019 to Dec 2020
- Retirement Wealth Advisors, Inc.Jul 2019 to Aug 2025
- Regal Investment Advisors, LLCApr 2017 to Jul 2019
- Wealth Watch Advisors, LLCJul 2015 to Apr 2017
- Professional Planning ServicesOct 2012 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6521754
- Firm CRD
- 300572