Braden
Monahan
Simplicity Wealth
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About this Advisor
Braden Monahan is a financial advisor based in Lincolnshire, Illinois, working with Simplicity Wealth. Braden has previously held positions at Ehlert Financial Group, University Of Illinois, Finn Scientific, Univeristy Of Illinois, Tryad Soutions, University Of Minnesota Twin Cities, All Star Sports Instruction, Geneva Community High School, and Simplicity Wealth. Braden has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Braden is part of Simplicity Wealth, which operates out of Lincolnshire, Illinois. The firm has 52 offices and 242 employees. Simplicity Wealth manages assets totaling $3.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,598,410,848
242
10,573
$340,340
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Braden Monahan Work History
Simplicity Wealth
Ehlert Financial Group
University Of Illinois
Finn Scientific
Univeristy Of Illinois
Tryad Soutions
University Of Illinois
University Of Minnesota Twin Cities
All Star Sports Instruction
Geneva Community High School
Disclosures
Please visit the SEC profile of Braden Monahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplicity Wealth
Berkeley Heights, NJ
Summit, NJ
Summit, NJ
Lenexa, KS
Summit, NJ
Pleasanton, CA
Summit, NJ
Plymouth, MA
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