RIA Intelligence

SIMPLESAVE, LLC

CRD #145495 SEC #801-68567 KANSAS CITY, MO 816-841-2754
SEC Registered
Total AUM
$596.2K
Discretionary
$596.2K
Employees
5
Clients
--
Accounts
24

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2008
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DANKER, TIMOTHYICHIEF COMPLIANCE OFFICERNA Control
DANKER, TIMOTHY, ROBERTICHIEF OPERATING OFFICERNA Control
DANKER, TIMOTHY, ROBERTICHIEF COMPLIANCE OFFICERNA Control
KERR, TROY, DAVIDICHIEF COMPLIANCE OFFICERNA Control
FIVE ELMS CAPITAL, LLCDEMEMBERD Control
FIVE ELMS CAPITAL, LLCDEMEMBERD Control
FIVE ELMS CAPITAL, LLCDEMEMBERD Control
FRONTIER WEALTH MANAGEMENT, LLCDEMEMBERC Control
FRONTIER WEALTH MANAGEMENT, LLCDEMEMBERC Control
OREAD ADVISORS, INC.DEMEMBERB Control
OREAD ADVISORS, INC.DEMEMBERB Control
OREAD ADVISORS, INC.DEMEMBERB Control
PIONEER HOLDING LLCDEMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COULSON, FREDERICK, NATHANIFIVE ELMS CAPITAL, LLCE Control
COULSON, FREDERICK, NATHANIFIVE ELMS CAPITAL, LLCE Control
COULSON, FREDERICK, NATHANIFIVE ELMS CAPITAL, LLCE Control
DANKER, TIMOTHYIOREAD, INC.E Control
DANKER, TIMOTHY, ROBERTIOREAD, INC.E Control
DANKER, TIMOTHY, ROBERTIOREAD, INC.E Control
LAGERSTROM, CORY, LYNNIPIONEER HOLDINGS, LLCD Control
LAGERSTROM, CORY, LYNNIFRONTIER WEALTH MANAGEMENT, LLCD Control
LAGERSTROM, CORY, LYNNIFRONTIER WEALTH MANAGEMENT, LLCD Control
MARTIN, C. ANDREWIPIONEER HOLDINGS, LLCD Control

Registrations

Federal

IA
Mar 11, 2008 REGISTERED

Notice Filings (1)

MO

Address

4520 MAIN STREET, SUITE 1650
KANSAS CITY, MO 64111
USA
Phone: 816-841-2754