Kendall Miedema
Investment adviser representative at Simplicity Wealth
11 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
11 years in the industry.
- Simplicity WealthOct 2026 to now
- Maia Wealth, LLCJun 2025 to now
- Key Investment Services, LLCNov 2024 to Jun 2025
- StudentAug 2024 to Nov 2024
- Key Remnant DeliveryJan 2024 to Jul 2024
- UnemployedSep 2023 to Jan 2024
- J.P. Morgan Securities, LLCMar 2021 to Sep 2023
- Cooke Financial GroupJun 2020 to Mar 2021
- Sanctuary Securities, LLCJun 2020 to Feb 2021
- Charles Schwab & Co., Inc.May 2019 to Jun 2020
- Fort Financial Credit UnionNov 2018 to Nov 2018
- Indiana University Fort WayneAug 2018 to May 2019
- C.H. RobinsonSep 2017 to Apr 2018
- PNC BankJun 2017 to Aug 2017
- Purdue University Fort WayneAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7123285
- Firm CRD
- 300572