Christopher J. Niemela

FORESEE WEALTH ADVISORS

BELLEVUE, WA 98004

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CRD#: 4553045

Professional summary

Christopher John Niemela, who also goes by Chris J Niemela, Chris John Niemela, is a registered financial advisor currently at FORESEE WEALTH ADVISORS located in Bellevue, Washington.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris J Niemela | Chris John Niemela

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. 7/20/2010: REGISTERED INVESTMENT ADVISOR DBA - FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - INDEPENDENT ADVISOR REPRESENTATIVE FOR FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, A REGISTERED INVESTMENT ADVISOR. PROVIDE ASSET MANAGEMENT ADVISORY FEE SERVICES USING THE DBA - FORESEE WEALTH ADVISORS. - (HYBRID) FORESEE WEALTH ADVISORS - TIME SPENT 80% - BELLEVUE, WA. 2. 7/20/2010: NON-VARIABLE INSURANCE - CHRIS NIEMELA - PROVIDE TERM AND PERMANENT LIFE INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, MEDICARE SUPPLEMENT INSURANCE, AND DISABILITY INSURANCE. - TIME SPENT 20% - BELLEVUE, WA. 3. 08/16/2013 - DBA ONLY - FORESEE WEALTH ADVISORS - BELLEVUE, WA. 4. I offer life insurance and fixed annuity business as an independent producer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Niemela'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®

None

Experience

Current

February 28, 2025 - Present

FORESEE WEALTH ADVISORS

Office #1: 10900 Ne 4th St Suite 2300, Bellevue, WA 98004

RIA

CRD#: 333296

BELLEVUE, WA

Past

September 16, 2010 - April 2, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Bellevue, WA

Past

July 30, 2010 - March 31, 2011

FINANCIAL ADVOCATES ADVISORY SERVICES

RIA

CRD#: 147786

OLYMPIA, WA

Past

February 18, 2009 - April 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

March 8, 2007 - February 19, 2009

OSAIC SERVICES, INC.

RIA

CRD#: 133763

BELLEVUE, WA

Past

October 31, 2005 - February 19, 2009

OSAIC SERVICES, INC.

CRD#: 133763

BELLEVUE, WA

Past

September 1, 2004 - July 27, 2010

SNIDER FINANCIAL GROUP

RIA

CRD#: 117392

BELLEVUE, WA

Past

July 14, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

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".

FORESEE WEALTH ADVISORS

COMPASS WEALTH ADVISOR | FORESEE WEALTH ADVISORS | FC WEALTH, INC.

CRD#: 333296 / SEC#: 801-131758

RIA

Registered Investment Advisory firm - (1/6/2025 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

Arizona
(5/23/2025)

IAR

Minnesota
(3/3/2025)

IAR

Washington
(2/28/2025)

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 66

Date: 8/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2004

General Securities Representative Examination

Current Firm

FORESEE WEALTH ADVISORS

COMPASS WEALTH ADVISOR | FORESEE WEALTH ADVISORS | FC WEALTH, INC.

CRD#: 333296 / SEC#: 801-131758

RIA

Registered Investment Advisory firm - (1/6/2025 Approved)

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Contact information

Main Address

10900 Ne 4th St Suite 2300, Bellevue, WA 98004

Mailing Address

Phone number

(425) 943-6875

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

FORM ADV PART 2A- FC WEALTH, INC. (4/17/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 118,705,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Christopher J. Niemela

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Niemela's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FINANCIAL ADVOCATES ADVISORY SERVICES

LPL FINANCIAL LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SNIDER FINANCIAL GROUP

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

FORESEE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2004

Current Firm

FORESEE WEALTH ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORESEE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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