Mike
Nimmo

Simplicity Wealth

CRD#6521805
Investment Advisor
in Summit, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mike Nimmo is a financial advisor based in Summit, New Jersey, working with Simplicity Wealth. Mike has previously held positions at Questar Capital Corporation, Allianz Life Insurance Company Of North America, Allianz Life Financial Services, LLC, Allianz Life, Kinetic Investment Management, Kinetic Investment Management, Inc, Simplicity Group, and Simplicity Wealth. Mike has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Mike is part of Simplicity Wealth, which operates out of Summit, New Jersey. 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

86 Summit Ave Ste 303
Summit, NJ 07901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Simplicity Wealth Brokerage Details

Total Assets Under Management

$3,166,555,578

NJ Average: $10,121,009,343
Total Number of Employees

159

NJ Average: 92
Total Number of Accounts

6,188

NJ Average: 6,978
Average Account Size

$511,725

NJ Average: $1,450,417

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

Mike Nimmo Work History

2023 - Present (1 year)

Simplicity Group

2023 - Present (1 year)

Simplicity Wealth

2021 - 2023 (2 years)

Kinetic Investment Management

2021 - 2023 (2 years)

Kinetic Investment Management, Inc

2019 - 2021 (2 years)

Allianz Life

2018 - 2019 (1 year)

Allianz Life

2017 - 2021 (4 years)

Allianz Life Financial Services, LLC

2015 - 2017 (2 years)

Questar Capital Corporation

2015 - 2018 (3 years)

Allianz Life

2014 - 2021 (7 years)

Allianz Life Insurance Company Of North America

2014 - 2015 (1 year)

Allianz Life

Disclosures

Please visit the SEC profile of Mike Nimmo 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

Marcus Veillon
Ville Platte, LA
Timothy Underwood
Prairie Village, KS
Gaetan Policard
Summit, NJ
Robert Murphy
Glastonbury, CT
Joel Rieck
Summit, NJ
Mike Nimmo
Summit, NJ
Michael Mortellaro
Summit, NJ
Daniel Rhoads
Summit, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started