CRD: 331770
Simplified Financial Partners
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2024
- Office Locations
- 1
Office Locations
About Simplified Financial Partners
Simplified Financial Partners is an independent, fiduciary advisory firm in Calumet, MI serving individuals in Michigan’s Keweenaw Peninsula. The team provides investment management and ongoing financial planning, building portfolios around client goals, risk tolerance, and retirement priorities. A key differentiator is tax-aware decision making: tax planning is integrated into investment management through close work with CPA/tax professionals (including partner firm Sturos CPA), alongside clear, transparent fees.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY JAY SEPPANEN
Chief Compliance Officer, Managing Partner, Vice President
- CRD
- #5290357
- Ownership
- 50% but less than 75%
NATHAN JOHN STUROS
Advisor, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,204,311 | -- |
| Non-Discretionary | $5,948,166 | -- |
| Total | $78,152,477 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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