Simplicity Solutions
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    • Advisors (RIAs)
      • Comprehensive Technology Platform
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Capital Group Available Now

by Rosie | Oct 18, 2021 | Technology

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CONTACT US

Simplicity Solutions, LLC
3600 American Blvd W
Suite 750
Minneapolis, MN 55431

Office: (952) 831-0039
info@simplicitysolutions.com

SOLUTIONS

  • Advisors (RIAs)
  • Broker Dealers
  • Bank & Trust Departments

SECURITY & COMPLIANCE

  • SEC Filings

ABOUT

  • Why Simplicity Solutions
  • Team
  • Orion Integration
Investment advisory and sub advisory services offered through Simplicity Solutions, LLC, a SEC Registered Investment Adviser. Simplicity Solutions is wholly owned by Simplicity Financial Marketing Holdings, Inc. and an affiliate of Simplicity Wealth, LLC, a SEC Registered Investment Adviser. Please review the ADV 2A for complete details. *TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Simplicity Solutions, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. *Salesforce, Salesforce.com and others are all trademarks of Salesforce.com and are used here with permission. Morningstar® Managed PortfoliosSM are model portfolios offered to Simplicity Solutions, LLC by Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. Simplicity Solutions has full discretion to invest client accounts in accordance with a Morningstar Managed Portfolio model or to deviate from the model. In no way should the use of a Morningstar Managed Portfolio by a Simplicity Solutions client be viewed as advice or establishing any kind of advisory relationship with Morningstar Investment Services, who is not acting in the capacity of advisor to individual investors. Morningstar Investment Services is not affiliated with Simplicity Solutions, LLC. Morningstar Investment Services does not guarantee that the objectives of a portfolio will be achieved or that negative returns can or will be avoided in any of its model portfolios. *Salesforce, Salesforce.com and others are all trademarks of Salesforce.com and are used here with permission. Morningstar® Managed PortfoliosSM are model portfolios offered to Simplicity Solutions, LLC by Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. Simplicity Solutions has full discretion to invest client accounts in accordance with a Morningstar Managed Portfolio model or to deviate from the model. In no way should the use of a Morningstar Managed Portfolio by a Simplicity Solutions client be viewed as advice or establishing any kind of advisory relationship with Morningstar Investment Services, who is not acting in the capacity of advisor to individual investors. Morningstar Investment Services is not affiliated with Simplicity Solutions, LLC. Morningstar Investment Services does not guarantee that the objectives of a portfolio will be achieved or that negative returns can or will be avoided in any of its model portfolios.
© 2020 Simplicity Solutions, LLC