James Niedzinski (CRD# 4122483) is an Investment Advisor Representative working at Motive Wealth Advisors, LLC in Birmingham, MI and has over 24 years of experience in the finance industry. James Niedzinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Motive Wealth Advisors | Birmingham, MI | Apr 2021 - Current | 3 |
| Tru Independence Asset Management, LLC | Portland, OR | Feb 2020 - Apr 2021 | 1 |
| Planning Alternatives, Ltd. | Bloomfield Hills, MI | Sep 2009 - Feb 2020 | 10 |
| Wealthcare Advisors, LLC | Bloomfield Hills, MI | Nov 2012 - Feb 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- FL
- MI
- TX
-
Total Assets Under Management279MILLIONS
-
Total Number of Accounts354ACCOUNTS
-
Average Account Value$787,991
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, TX
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