ChooseAFinancialAdvisor.com
Advisors / Wisconsin / Highland
24yrs

Jeremy Simplot

Full name on record: Jeremy John Simplot

Financial advisor at LPL Financial

Jeremy Simplot has worked in the financial industry for 24 years and is a financial advisor based in Highland, Wisconsin. Jeremy joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

Highland, WI 53543
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At a glance

Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Wisconsin
Office541 Main Street, Highland, WI 53543
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Jan 2025 – now
    LPL Financial LLCCurrent firm

Questions to ask Jeremy

Tailored to Jeremy’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jeremy

How do I contact Jeremy?

Call LPL Financial at 704-733-3300 and ask for Jeremy Simplot. Jeremy works from the Highland, WI office.

How long has Jeremy been a financial advisor?

Jeremy has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Wisconsin.

What licenses does Jeremy hold?

Series 63. Tap any license on this page to see what it allows.

Is Jeremy a fiduciary?

Jeremy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Jeremy paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeremy for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.