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Chase Aaron Klusman

Simplicity Wealth

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About Chase Aaron Klusman

Chase Klusman is an investment advisor representative registered with the state of Kansas. Chase is an active member of the industry and specializes in providing financial planning and portfolio management for businesses and individuals. Chase is also a registered representative with Yaman Financial Group, where they provide insurance services. Chase is associated with Simplicity Wealth, a firm that specializes in offering financial planning, portfolio management, and educational seminars. The firm's advisory services are offered to individuals, businesses, and other investment advisors. Simplicity Wealth has a focus on serving high-net-worth individuals, other investment advisors, and banking or thrift institutions.

Firm Information

Chase Klusman is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Klusman’s Registration & Firm History

KS

01/03/2025 - Present

Simplicity Wealth (Lenexa KS)

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Licenses & Designations

IA

Issued 06/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Aaron Klusman.
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