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Brennan Knutson

Advisor at Simplicity wealth — Moab, UT

Updated today

Credentials

Series 63, Series 65

Experience

< 1 year

Location

Moab, UT 84532

Simplicity wealth logo

Simplicity wealth

Multi-team

Total advisors

206

Across 141 offices

Clients per advisor

41 Low

Avg AUM per client

$202,617 Very Low

HNW client ratio

8% Low

About

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.

Client services

Based on Simplicity wealth

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Simplicity wealth

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management

Occupation focus

Based on Simplicity wealth

Retired Founder/Business Owner

Demographic focus

Based on Simplicity wealth

Values-based investing

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Fee options

Fixed

Financial planning fixed fees are negotiable and determined on a case-by-case basis.

Project-based

Hourly fees for financial planning services are negotiable and determined on a case-by-case basis.

Location

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Moab, UT

725 N. Main Street

Moab UT 84532

Advisors at this office

1

Most active in

Utah

Work history

< 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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lonnie C

Series 65

Moab, UT

Global Wealth Strategies and Associates, LLC

Lonnie Campbell is a financial advisor with Global Wealth Strategies and Associates, LLC holding a Series 65 credential. He has one year of industry experience, having previously worked at Desert Rivers Credit Union, Zions Bank, and Lisbon Valley Mining Co. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach with tactical asset allocation and sector rotation, managing approximately $457 million for around 921 clients through its team of 11 advisors.

Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive
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Alishia O

Series 66

Moab, UT

Edward Jones

Alishia Oliver is a financial advisor at Edward Jones in Moab, UT, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Moab Bit & Tool and the Grand County government, as well as a long tenure with the Canyonlands Natural History Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Public Service Employee

Shalee H

Series 63, Series 66

Moab, UT

Edward Jones

Shalee Bryant is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LATAM Equipment Company and FIDELITY Brokerage Services LLC. In addition to her advisory role, she is a general partner at HBW Partners LLP, a limited liability partnership based in Moab, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations ESG / Sustainable investing Founder/Business Owner

Jordan K

Series 66

Moab, UT

Edward Jones

Jordan Killen is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2025, he worked at Morgan Stanley, E*TRADE Capital Management LLC, and E*TRADE Securities LLC. His background also includes a lengthy tenure at Chili's under Brinker Nation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies alongside affiliated mutual funds and trust services.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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