Michael Immerman has been an investment adviser representative at Kingsbridge Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners.
Kingsbridge Wealth Management, Inc. is a Las Vegas, NV firm with $469M under management, 52 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 1 yearNewport Beach, CA · Adviser representative · Firm CRD 165560
Investment adviser representative registrations
Michael Immerman is registered as an investment adviser representative in California, since August 2025.
- CaliforniaSince 20 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 August 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 2022 |
| Series 7TO | General Securities Representative Examination | 3 June 2022 |
| SIE | Securities Industry Essentials Examination | 26 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Michael Daniel Immerman
- CRD
- 7495738
- Firm
- Kingsbridge Wealth Management · CRD 165560
- Office
- 1400 NEWPORT CENTER DR, SUITE 280, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Immerman work?
Michael Immerman is an investment adviser representative registered through Kingsbridge Wealth Management, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Immerman a financial advisor?
Yes. Michael Immerman has a current investment-adviser registration in California, through Kingsbridge Wealth Management since August 2025.
How many years of experience does Michael Immerman have?
Michael Immerman has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Michael Immerman passed?
Michael Immerman has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in April 2022.
Where is Michael Immerman based?
Michael Immerman’s registered office is in Newport Beach, CA.
Is Michael Immerman registered with FINRA?
No. Michael Immerman has no current broker registration.
How can I verify Michael Immerman’s record?
Search CRD 7495738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Immerman’s full registration record.