Kevin Patrick Nuber

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Lifepro Financial Services
  San Diego, CA
• 02/2017 → 02/2025
  Lifepro Asset Management
  San Diego, CA
• 02/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2017-03-02 → 2025-02-14
  Lifepro Asset Management
  San Diego, CA

Other Businesses

My employer is an insurance marketing agency that sells fixed life insurance and annuity products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-05