Bryce Nicholas Niemi

Current Employers

Employment History

• 03/2015 → 05/2018
  Charles Schwab & Co., Inc.
  Seattle, WA
• 06/2017 → 05/2018
  Charles Schwab Bank
  Seattle, WA
• 06/2018 → 10/2022
  Ameriprise Financial Services, Inc.
  Bellevue, WA
• 10/2022 → 06/2024
  Securities America, Inc.
  Maple Valley, WA
• 10/2022 → 11/2024
  Arbor Point Advisors
  Maple Valley, WA
• 10/2022 → 06/2024
  Securities America Advisors
  Maple Valley, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Maple Valley, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Maple Valley, WA
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2022-10-25 → 2024-11-08
  Arbor Point Advisors
  Maple Valley, WA
• 2022-10-25 → 2024-06-14
  Securities America Advisors, Inc.
  Maple Valley, WA
• 2018-06-06 → 2022-10-31
  Ameriprise Financial Services, Llc
  Bellevue, WA
• 2015-07-31 → 2018-05-24
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Seattle, WA
• 2015-02-20 → 2015-02-27
  Kms Financial Services, Inc.
  Maple Valley, WA

Other Businesses

1. DBA: Niemi Financial Services 2. BRYCE NIEMI POSITION: Financial Advisor or Agent NATURE: Insurance Business. On rare occasions I will sell insurance products (annuities or life insurance) that provide commissions directly to me. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2022 ADDRESS: 23512 264th Ave SE, Maple Valley WA 98038, United States DESCRIPTION: When clients are in need of an insurance product, either fixed annuities or life insurance, I will work with them to discuss their needs and provide appropriate insurance solutions. If they would like to purchase the product then I will assist them in completing the application and submitting it to the insurance company.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-20

Designations