Minneapolis, MN Office
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Simplicity wealth
Multi-team
Firm-wide stats for Simplicity wealth
About
Simplicity Wealth serves a broad mix of clients including individual and high‑net‑worth investors, defined contribution and defined benefit retirement plans, corporate and institutional investors, and other financial firms such as third‑party advisors, broker‑dealers, insurance companies, banks and trust companies. The firm provides advisory services ranging from financial planning and individual portfolio management to discretionary and non‑discretionary retirement plan services and a managed account platform (TAMP) for advisers.
The firm typically implements a “fund‑of‑funds” style using ETFs, mutual funds and, when appropriate, individual securities, and constructs model portfolios that are monitored and rebalanced on an ongoing basis; it also uses independent managers and offers optional overlays such as tax optimization, tax transition, customized investment screening, and index replication. Simplicity Wealth maintains discretionary authority over timing and execution for many models while coordinating with advisers and Model Managers, and it describes a formal due diligence and monitoring process for third‑party Model Managers.
Compared with many peers, Simplicity Wealth combines advisory services with technology and operational offerings for other advisers — including a private‑labelable asset management Software Program, data aggregation, and back‑office processing/billing — and operates a TAMP that makes multiple Model Managers available to advisers. The firm also discloses recent material amendments (filed March 25, 2026) that renamed its screening service, expanded risk disclosures to include crypto assets and insurance carrier risk, and added disclosures about conflicts of interest relating to arrangements with Fidelity and trade aggregation practices.
Based on Simplicity wealth
Expertise
Based on Simplicity wealth
Location
3600 American Blvd W #700
Minneapolis MN 55439
Advisors at this office
5
Advisors at this office
Jared H
Series 65
Minneapolis, MN
Simplicity wealth
Jared Hillman is a financial advisor with Simplicity Wealth in Minneapolis, MN, holding a Series 65 designation and 12 years of industry experience. He previously worked at Sawtooth Asset Management for 10 years and was affiliated with Simplicity Solution from 2021 to 2024. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios and offers advisory services combined with technology and operational support for other advisers.
Thomas R
CFA®, Series 63
Minneapolis, MN
Simplicity wealth
Thomas Rozman is a CFA® charterholder with 25 years of industry experience. He is currently a financial advisor with Simplicity Wealth, where he has worked since 2022. His prior experience includes roles at Simplicity Solutions, LLC and Sawtooth Solutions, LLC. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and it offers a suite of technology and operational services for advisers alongside its managed account platform.
Aidan Y
Series 65
Bloomington, MN
Simplicity wealth
Aidan Young is a financial advisor at Simplicity Wealth in Bloomington, MN, holding a Series 65 designation with two years at the firm. His prior experience includes roles at Coinbase, Northern Trust Corporation, and Euronext Dublin. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational solutions for other advisers.
Mike N
CFP®, Series 63
Minneapolis, MN
Simplicity wealth
Mike Nimmo is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Kinetic Investment Management and Allianz Life, among other firms. Outside of his advisory role, he is the founder of Play It Forward Group, which organizes a charity golf tournament with a portion of proceeds donated to charity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a managed account platform for advisers.
David W
ChFC®, Series 63
Bloomington, MN
Simplicity wealth
David Wohlwend is a financial advisor at Simplicity Wealth with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Advisors Resource LLC and The Leaders Group, Inc. since 2008. Outside of advising, he is a partner in an LLC unrelated to investments and has involvement in a family-run rental car business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios alongside advisory and managed account platform services for other advisers.
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