James C. Niedzinski

MOTIVE WEALTH ADVISORS

Birmingham, MI 48009

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CRD#: 4122483

Professional summary

James Conrad Niedzinski, AIF®, CFP®, who also goes by Jim Conrad Niedzinski, Jim Niedzinski, is a registered financial advisor currently at MOTIVE WEALTH ADVISORS, LLC located in Birmingham, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Conrad Niedzinski | Jim Niedzinski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Conrad Niedzinski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 18, 2021 - Present

MOTIVE WEALTH ADVISORS, LLC

Office #1: 525 W. Merrill St., Birmingham, MI 48009

RIA

CRD#: 312303

Birmingham, MI

Past

February 7, 2020 - April 16, 2021

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

BIRMINGHAM, MI

Past

February 14, 2018 - February 10, 2020

PLANNING ALTERNATIVES LTD

RIA

CRD#: 110268

Bloomfield Hills, MI

Past

December 6, 2012 - February 9, 2018

WEALTHCARE ADVISORS, LLC

RIA

CRD#: 159835

BLOOMFIELD HILLS, MI

Past

August 31, 2010 - February 9, 2018

PLANNING ALTERNATIVES LTD

RIA

CRD#: 110268

BLOOMFIELD HILLS, MI

Past

February 10, 2006 - September 29, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

SOUTHFIELD, MI

Past

August 15, 2002 - April 1, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

SOUTHFIELD, MI

Past

August 15, 2002 - September 29, 2009

OSAIC FA, INC.

CRD#: 3978

SOUTHFIELD, MI

Past

February 4, 2000 - August 12, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 4, 2000 - August 12, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOTIVE WEALTH ADVISORS, LLC

CRD#: 312303 / SEC#: 801-120495

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/7/2022)

IAR

Michigan
(4/18/2021)

IAR

Texas
(5/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/23/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MOTIVE WEALTH ADVISORS, LLC

CRD#: 312303 / SEC#: 801-120495

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

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Contact information

Main Address

525 W. Merrill St., Birmingham, MI 48009

Mailing Address

Phone number

(248) 987-5731

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-29 MOTIVE WEALTH ADVISORS FORM ADV PART 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 317,822,077

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James C. Niedzinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Conrad Niedzinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

PLANNING ALTERNATIVES LTD

WEALTHCARE ADVISORS, LLC

PLANNING ALTERNATIVES LTD

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MOTIVE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2010

Series 63

Date: 2/10/2000

Series 7

Date: 7/23/2002

Series 6

Date: 2/3/2000

Current Firm

MOTIVE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTIVE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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