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Kurt Thomas Gallup

Investment adviser representative at Simplicity Wealth
13 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

13 years in the industry.

  1. Simplicity WealthOct 2026 to now
  2. Maia Wealth, LLCMar 2025 to now
  3. Wambolt & AssociatesMay 2023 to Mar 2025
  4. Jbs USAOct 2020 to May 2021
  5. GncOct 2019 to Nov 2020
  6. Lifetime FitnessDec 2016 to Apr 2019
  7. Various StudiesJun 2013 to Jun 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

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
7781720
Firm CRD
300572
Advisor's SEC record (opens in a new tab)
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