![Thomas Rozman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Thomas Rozman
Chief Investment Officer at Simplicity Wealth LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
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 years |
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 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
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 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 3 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Thomas Rozman
- Personal Network