Brennan Knutson
Advisor at Simplicity wealth — Moab, UT
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
< 1 year
Location
Moab, UT 84532
Simplicity wealth
Multi-team
Brennan Knutson is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials. Although new to the industry, Brennan has worked in various roles across multiple firms since 2018. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational services to other advisers through its private-label asset management software and managed account platform.
Based on Simplicity wealth
Based on Simplicity wealth
Financial planning fixed fees are negotiable and determined on a case-by-case basis.
Hourly fees for financial planning services are negotiable and determined on a case-by-case basis.
Moab, UT
725 N. Main Street
Moab UT 84532
Advisors at this office
1
Utah
< 1 year of industry experience
Simplicity Wealth
2026 - Present • 1 year
Summit, NJ
Maia Wealth
2026 - 2026 • 1 year
Denver, CO
Wahweap Insurance
2025 - Present • 1 year
Cedar City, UT
Hornor, Townsend & Kent, LLC
2025 - 2026 • 1 year
Wilmington, DE
Fiv Realty
2024 - 2026 • 2 years
St. George, UT
Farm Bureau Financial Services
2024 - 2024 • 1 year
Cedar City, UT
Cedar City Motor Company
2023 - 2024 • 1 year
Cedar City, UT
Cinch IT
2021 - 2023 • 2 years
Cedar City, UT
BK Bookkeeping
2020 - 2023 • 3 years
Cedar City, UT
State Bank of Southern Utah
2018 - 2020 • 2 years
Cedar City, UT
Desert Rivers Credit Union
2012 - 2018 • 6 years
Moab, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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