James Conrad Niedzinski

Employer firm

Motive Wealth Advisors, LLC CRD 312303

$363M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 02/2020
  Planning Alternatives, Ltd.
  Bloomfield Hills, MI
• 11/2012 → 02/2018
  Wealthcare Advisors, Llc
  Bloomfield Hills, MI
• 04/2021 → Present
  Motive Wealth Advisors
  Birmingham, MI
• 02/2020 → 04/2021
  Tru Independence Asset Management, Llc
  Portland, OR

Previous Registrations

• 2020-02-07 → 2021-04-16
  Tru Independence Asset Management, Llc
  Portland, OR
  Birmingham, MI
• 2018-02-14 → 2020-02-10
  Planning Alternatives Ltd
  Bloomfield Hills, MI
• 2010-08-31 → 2018-02-09
  Planning Alternatives Ltd
  Bloomfield Hills, MI
• 2012-12-06 → 2018-02-09
  Wealthcare Advisors, Llc
  Bloomfield Hills, MI
• 2006-02-10 → 2009-09-29
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI

Other Businesses

1. ENTITY NAME: POWER OF ATTORNEY & CO-TRUSTEE OF REVOCABLE LIVING TRUST FOR MY PARENTS; INVESTMENT RELATED: YES; ADDRESS: MICHIGAN; NATURE OF THE OTHER BUSINESS: HELP PARENTS MANAGE THEIR FINANCIAL AFFAIRS; POSITION/TITLE/RELATIONSHIP: VOLUNTEER/PARENTS; START DATE: 12/2019; APPROXIMATE # OF HOURS A MONTH: 5; APPROXIMATE # OF HOURS DURING TRADING HOURS: 3; BRIEFLY DESCRIBE YOUR DUTIES: NONE. 2. ENTITY NAME: JC NIEDZINSKI LLC; INVESTMENT RELATED: YES; ADDRESS: BIRMINGHAM, MI; NATURE OF THE OTHER BUSINESS: AFFILIATE OF MOTIVE WEALTH ADVISORS; POSITION/TITLE/RELATIONSHIP: SOLE-MEMBER; START DATE: 6/1/2020; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: ADMINISTRATIVE; FINANCIAL MANAGEMENT. 3. ENTITY NAME: JS CLOSE LLC; INVESTMENT RELATED: YES; ADDRESS: BIRMINGHAM, MI; NATURE OF THE OTHER BUSINESS: AFFILIATE OF MOTIVE WEALTH ADVISORS; POSITION/TITLE/RELATIONSHIP: MANAGER; START DATE: 6/1/2020; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: CONTINGENT ADMINISTRATIVE AND FINANCIAL MANAGEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-30
• S63 Uniform Securities Agent State Law Examination
  2000-02-10

Designations

• Certified Financial Planner

Other Names

• Jim Conrad Niedzinski
• Jim Niedzinski