Nicholas
Kaiser
Simplicity Wealth
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About this Advisor
Nicholas Kaiser is a financial advisor based in Phoenix, Arizona, working with Simplicity Wealth. Nicholas has previously held positions at Thomas Hubbard, Northwestern Mutual Investment Services, LLC, Northwestern Mutual, Foundations Investment Advisors, Simplicity Group, and Simplicity Wealth. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Nicholas is part of Simplicity Wealth, which operates out of Phoenix, Arizona. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nicholas Kaiser Work History
Simplicity Group
Simplicity Wealth
Foundations Investment Advisors
Thomas Hubbard
Northwestern Mutual Investment Services, LLC
Northwestern Mutual
Disclosures
Please visit the SEC profile of Nicholas Kaiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplicity Wealth
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Glastonbury, CT
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Ville Platte, LA
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Prairie Village, KS
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