Thomas Rozman
Chief Investment Officer bij Simplicity Wealth LLC
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Bruce Donaldson | M | - |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies.
Simplicity Wealth LLC
Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors. | 3 jaar |
Will Banning | M | - |
DST Brokerage Solutions LLC
DST Brokerage Solutions LLC Investment Banks/BrokersFinance Part of SS&C Technologies Holdings, Inc., DST Brokerage Solutions LLC provides designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms. The company is based in Kansas City, MO. | 12 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Brad Pries | M | - |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | 8 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 3 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
- Beurs
- Insiders
- Thomas Rozman
- Persoonlijk netwerk