Skip to content

Kevin Aaron Krause

Investment adviser representative at Simplicity Wealth
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business

Are you Kevin Aaron Krause? Claim your profile

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

10 years in the industry.

  1. Simplicity WealthMay 2026 to now
  2. Simplicity InvestmentsApr 2026 to now
  3. Simplicity ImsMar 2026 to now
  4. Zero Day Capital Enterprises LLCJul 2025 to May 2026
  5. Cps Financial & Insurance Services, Inc.Jun 2024 to Sep 2025
  6. Backnine InsuranceJan 2024 to Mar 2026
  7. Second Opinion Expert, IncMay 2023 to Apr 2026
  8. Northwestern Mutual Wealth Management CompanyApr 2023 to Feb 2024
  9. Simonds Recovery CenterJan 2023 to Jan 2024
  10. Northwestern Mutual Investment Services LLCNov 2022 to Feb 2024
  11. Northwestern Mutual Life Insurance CompanyOct 2022 to Feb 2024
  12. Douglas EllimanJun 2021 to Aug 2022
  13. Second Opinion Expert, Inc.Jan 2020 to Aug 2022
  14. Catalyst RecoveryDec 2019 to Jan 2021
  15. Dispute MastersMay 2018 to Aug 2022
  16. Mlg A Law FirmOct 2017 to Aug 2019
  17. SlrcMay 2016 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7595276
Firm CRD
300572
Advisor's SEC record (opens in a new tab)
CallContact this firm