Christopher Michael Kaminski
CFP®, ChFC®, CLU®Professional Summary
Christopher Michael Kaminski, CFP®, ChFC®, CLU®, who also goes by Chris Michael Kaminski, is a registered financial advisor currently at CONSILIO WEALTH ADVISORS, LLC located in Bellevue, Washington. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Michael Kaminski
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC
Contact Information
Main Address
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004Phone Number
(206) 533-3670# of Employees
9SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,259AUM (Assets Under Management)
$555,755,695Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC
State Registrations and Notice Filings
(6/14/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2024About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2010About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Kaminski's CRS (Customer Relationship Summary).
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