# Simplified Planning and Investments

Simplified Planning and Investments is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/simplified-planning-and-investments

## Regulatory record

- **CRD number:** 338036
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338036

## About

Simplified Planning and Investments is a state-registered investment adviser in Johnston, IA. The firm manages $8 million in assets on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Simplified Planning and Investments?

No public information identifies the firm's investment decision-makers. The firm does not disclose its leadership team on any public platform.

### Is there any record of the firm making direct investments or co-investments?

No direct investments or co-investments by Simplified Planning and Investments are recorded in any public source. The firm operates below the visibility of financial databases.

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Last updated: 2026-06-03T20:00:00.000Z

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