James Conrad Niedzinski
Investment adviser representative at Motive Wealth Advisors, LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$362.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Motive Wealth Advisors, LLCApr 2021 to now
- Tru Independence Asset Management, LLCFeb 2020 to Apr 2021
- Wealthcare Advisors, LLCNov 2012 to Feb 2018
- Planning Alternatives, Ltd.Sep 2009 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Motive Wealth Advisors, LLC
$362.6MAssets managed
88Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4122483
- Firm CRD
- 312303