Bruce Donaldson

Simplicity Financial Marketing, Inc. operates as an insurance distribution company. It provides annuities, life insurance and other financial products. The company was founded in 2008 and is headquartered in Summit, NJ.

Simplicity Financial Marketing Holdings, Inc. engages in financial products and consulting services. Through its subsidiaries, it provides annuity, life insurance, investment, and retirement solutions to independent insurance professionals, financial advisors, and corresponding clients. The company is headquartered in Summit, NJ.

Simplicity Group LLC engages in the provision web-based technology solutions. The company was founded by Adam K. Wilkinson and Matthew F. Schneck in July 2001 and is headquartered in Provo, UT.

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.

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.