Collin Kelly
Investment adviser representative at Simplicity Wealth
14 yearsExperience
2 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
14 years in the industry.
- Simplicity WealthOct 2026 to now
- Maia WealthApr 2025 to now
- J.P. Morgan Securities LLCDec 2020 to Apr 2025
- Charles Schwab & Co., Inc.Jun 2018 to Dec 2020
- Indiana UniversityAug 2014 to May 2018
- ZumiezOct 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6815858
- Firm CRD
- 300572