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.
- Simplicity WealthOct 2026 to now
- Maia Wealth, LLCMar 2025 to now
- Wambolt & AssociatesMay 2023 to Mar 2025
- Jbs USAOct 2020 to May 2021
- GncOct 2019 to Nov 2020
- Lifetime FitnessDec 2016 to Apr 2019
- 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