John D. Cimino

NAPLES WEALTH PLANNING

BONITA SPRINGS, FL 34103

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CRD#: 4757028

Professional summary

John D Cimino, who also goes by John D Cimino Mr, John D Cimino, is a registered financial advisor currently at NAPLES WEALTH PLANNING located in Bonita Springs, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John D Cimino Mr | John D Cimino

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) John Cimino is dually registered with Imprint Wealth LLC d/b/a Naples Wealth Planning and Laidlaw & Company (UK) LTD ("Laidlaw"). Mr. Cimino has served as an investment advisor representative for Imprint Wealth LLC and a registered representative with Laidlaw since 07/2023. Business is conducted from 1016 Collier Center Way, 201, Naples, FL, 34110. Approximately 90% of Mr. Cimino's time is for services as an investment advisor representative and the balance as a registered representative. 2.)Insurance, 1016 Collier Center Way Naples FL, Insurance agent for investment clients, Started 03/4/2022, Investment Related, 10 hours a month with 5 during non-trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John D Cimino's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2024 - Present

NAPLES WEALTH PLANNING

Office #1: 3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

RIA

CRD#: 330316

BONITA SPRINGS, FL

Past

July 1, 2024 - September 30, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

September 11, 2023 - November 3, 2025

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

NAPLES, FL

Past

July 17, 2023 - June 17, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

NAPLES, FL

Past

April 4, 2022 - August 4, 2023

LAIDLAW WEALTH MANAGEMENT LLC

RIA

CRD#: 150040

Naples, FL

Past

March 3, 2022 - August 4, 2023

LAIDLAW & COMPANY (UK) LTD.

CRD#: 119037

Naples, FL

Past

May 4, 2009 - March 7, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

NAPLES, FL

Past

April 16, 2009 - March 7, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

NAPLES, FL

Past

August 10, 2007 - July 31, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

NAPLES, FL

Past

March 29, 2007 - July 31, 2008

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

NAPLES, FL

Past

May 26, 2005 - January 3, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NAPLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/8/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/25/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

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Contact information

Main Address

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

Mailing Address

Phone number

(239) 330-4183

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (10/24/2025)

NAPLES WEALTH PLANNING, LLC - ADV 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 356,289,605

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John D. Cimino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John D Cimino's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPRINT WEALTH LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

IMPRINT WEALTH LLC

LAIDLAW WEALTH MANAGEMENT LLC

LAIDLAW & COMPANY (UK) LTD.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

NAPLES WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 8/8/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/20/2007

Series 6

Date: 5/25/2005

Current Firm

NAPLES WEALTH PLANNING

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAPLES WEALTH PLANNING

TRUST BUT VERIFY

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