Unclaimed Profile

James Conrad Niedzinski

MOTIVE WEALTH ADVISORS, LLC·BIRMINGHAM, Michigan

Series 6, Series 7, Series 63, Series 65Clean record20 years registeredMOTIVE WEALTH ADVISORS, LLC

525 W. MERRILL ST., BIRMINGHAM, MI 48009CRD# 4122483Firm CRD# 312303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Conrad Niedzinski · BIRMINGHAM, MI

Registration

CRD #4122483 · MOTIVE WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MOTIVE WEALTH ADVISORS, LLC

Apr 2021 – present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Feb 2020 – Apr 2021

BIRMINGHAM, MI

PLANNING ALTERNATIVES LTD

Feb 2018 – Feb 2020

Bloomfield Hills, MI

WEALTHCARE ADVISORS, LLC

Dec 2012 – Feb 2018

BLOOMFIELD HILLS, MI

PLANNING ALTERNATIVES LTD

Aug 2010 – Feb 2018

BLOOMFIELD HILLS, MI

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2006 – Sep 2009

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOTIVE WEALTH ADVISORS, LLC

CRD 312303 · SEC 801-120495

AUM

$279M

Regulatory assets under management

Employees

359 client accounts

Services offered by MOTIVE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOTIVE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Conrad Niedzinski offer?

James Conrad Niedzinski specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are James Conrad Niedzinski's credentials?

James Conrad Niedzinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Conrad Niedzinski located?

James Conrad Niedzinski is based in BIRMINGHAM, Michigan, working with MOTIVE WEALTH ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does James Conrad Niedzinski charge for services?

James Conrad Niedzinski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOTIVE WEALTH ADVISORS, LLC?

MOTIVE WEALTH ADVISORS, LLC has approximately 4 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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