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Antonio F
Series 63, Series 65
Rockford, IL
Simplicity wealth
Antonio Filippone is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at firms including Retirement Wealth Advisors and Horter Investment Management. Filippone also teaches adult education courses on retirement planning, social security, Medicaid, and tax law changes at Rock Valley Community College and develops marketing courses for insurance-driven advisory practices through his coaching business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, while also providing technology and operational support to other advisers.
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