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Katie Lyn Koeman

SIMPLICITY WEALTH LLC·HOLLAND, Michigan
Unclaimed Profile
148 S. RIVER AVE., HOLLAND, MI 49423CRD# 4415696Firm CRD# 300572
01

About

Katie Lyn Koeman is a registered financial advisor based in HOLLAND, Michigan, affiliated with SIMPLICITY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIMPLICITY WEALTH LLC
SIMPLICITY WEALTH
AUM
$3.2B
Regulatory assets under management
Employees
159
Total firm employees
View all advisors at SIMPLICITY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4415696
Firm CRD# 300572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katie Lyn Koeman offer?
Katie Lyn Koeman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.
What are Katie Lyn Koeman's credentials?
Katie Lyn Koeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Lyn Koeman located?
Katie Lyn Koeman is based in HOLLAND, Michigan, working with SIMPLICITY WEALTH LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Katie Lyn Koeman charge for services?
Katie Lyn Koeman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMPLICITY WEALTH LLC?
SIMPLICITY WEALTH LLC has approximately 159 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLAND
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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