Mike Nimmo
Investment adviser representative at Simplicity Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Simplicity WealthApr 2023 to now
- Simplicity GroupApr 2023 to now
- Kinetic Investment Management, Inc.Feb 2021 to Mar 2023
- Allianz LifeNov 2018 to Jan 2021
- Allianz Life Financial Services, LLCAug 2017 to Feb 2021
- Allianz LifeOct 2015 to Oct 2018
- Questar Capital CorporationJun 2015 to Jul 2017
- Allianz Life Insurance Company of North AmericaJun 2014 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6521805
- Firm CRD
- 300572