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Ted H

Series 65

Colorado Springs, CO

Simplicity wealth

Ted Henley Jr. is a financial advisor at Simplicity Wealth in Colorado Springs, CO, with three years of industry experience. He holds a Series 65 credential and has been involved with several firms including Franklin Henley Financial and Abundant Living Life and Annuity. Outside of financial advising, he is involved with ALCG1 LLC, a franchise that provides non-medical care services for adults, where he oversees operations and sales. Simplicity Wealth serves a wide range of clients from individual investors to institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, complemented by technology and operational support for other advisers through its managed account platform.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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