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RIA / WealthAdvisor22 years in industry

Anne Williams Coupe

Advisor at SIMPLICITY WEALTH

Pleasant Prairie, WI | SUMMIT, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIMPLICITY WEALTH
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 31, 2003
First registration: Feb 4, 2004
Dual registered: no
Other names: ANNE MACDONALD WILLIAMS|ANNE MACDONALD WILLIAMS
IAPD individual key: 1316778

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIMPLICITY WEALTH	Mixed wealth	Apr 28, 2025	n/a	yes	Pleasant Prairie, WI\|SUMMIT, NJ	Current employment
AEGON ASSET MANAGEMENT US	Institutional manager	Apr 19, 2021	Apr 24, 2024	no	Chicago, IL\|CEDAR RAPIDS, IA	Previous registration
WILLIAM BLAIR & COMPANY L.L.C.	Bd affiliated wealth	May 12, 2005	Aug 2, 2007	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration
J.P. MORGAN ASSET MANAGEMENT	n/a	Feb 4, 2004	Jun 11, 2004	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AEGON ASSET MANAGEMENT US	SIMPLICITY WEALTH	Apr 24, 2024	Apr 28, 2025	369	Firm change	Other
WILLIAM BLAIR & COMPANY L.L.C.	AEGON ASSET MANAGEMENT US	Aug 2, 2007	Apr 19, 2021	5,009	Firm change after gap	Other
J.P. MORGAN ASSET MANAGEMENT	WILLIAM BLAIR & COMPANY L.L.C.	Jun 11, 2004	May 12, 2005	335	Firm change	Other

Relationships

Registered with (4)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Apr 28, 2025 to presentfactForm ADV
→ AEGON ASSET MANAGEMENT USRegistered adviserregistration: previous registration
Apr 19, 2021 to Apr 24, 2024factForm ADV
→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: previous registration
May 12, 2005 to Aug 2, 2007factForm ADV
→ J.P. MORGAN ASSET MANAGEMENTRegistered adviserregistration: previous registration
Feb 4, 2004 to Jun 11, 2004factForm ADV

Dated events

Occurred
Apr 24, 2024
Advisor changed firm
Anne Williams Coupe left Aegon Asset Management Us for Simplicity Wealth (registered 2025-04-28)
Form ADVobserved 6 days ago