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Simplesave, LLC (Kansas City)


Simplesave, LLC is a multi-state adviser based in Kansas City. It manages $596.16 thousand of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Missouri.

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Simplesave provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Simplesave: assets under management

The assets under management (AUM) of Simplesave, LLC is $596.16 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $596.16 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.84 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Simplesave, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Cory Lynn Lagerstrom President 1 Jun 2007 50% - 75% 4381811
Timothy Robert Danker Owner 1 Oct 2007 75% - 100% 5441383
Frederick Nathan Coulson Member 1 Oct 2007 75% - 100% 3010435
Timothy Danker Owner 1 Oct 2007 75% - 100% 5441383
Cory Lynn Lagerstrom Member 1 Mar 2008 50% - 75% 4381811
C. Andrew Martin Member 1 Mar 2008 50% - 75% 2481089

Based in Kansas City

The principal office where Simplesave, LLC performs its advisory services is located at 4520 Main Street, Suite 1650, Kansas City, MO 64111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-841-2754 or by fax 816-753-5101. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.simplesave.com.


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