Kamaljit K. Sahota-middleton

SNIDER FINANCIAL GROUP

Bellevue, WA 98005

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CRD#: 7918457

Professional summary

Kamaljit Kaur Sahota-middleton is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Bellevue, Washington.

Kamaljit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kamaljit has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) KK Loans, LLC dba NEXA Mortgage, LLC; investment-related; 3100 W Ray Road #201, Chandler, AZ 85226; Mortgage Broker; Approx. 5% of time per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamaljit Kaur Sahota-middleton'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 13, 2025 - Present

SNIDER FINANCIAL GROUP

Office #1: 12505 Bel-red Road Suite 200, Bellevue, WA 98005

RIA

CRD#: 117392

Bellevue, WA

Past

May 13, 2024 - February 13, 2025

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Silverdale, WA

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".

SNIDER FINANCIAL GROUP

SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA

Registered Investment Advisory firm - (4/14/2008 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

Washington
(2/13/2025)

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 65

Date: 5/2/2024

Uniform Investment Adviser Law Examination

Current Firm

SNIDER FINANCIAL GROUP

SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA

Registered Investment Advisory firm - (4/14/2008 Approved)

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Contact information

Main Address

12505 Bel-red Road Suite 200, Bellevue, WA 98005

Mailing Address

Phone number

(425) 453-7080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SNIDER FINANCIAL GROUP WRAP BROCHURE (9/5/2025)

ADV 2A FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,396
AUM (Assets Under Management)	$ 500,674,906

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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Kamaljit K. Sahota-middleton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamaljit Kaur Sahota-middleton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SNIDER FINANCIAL GROUP

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Primary Firm SEC Registration

SNIDER FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2024

Current Firm

SNIDER FINANCIAL GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SNIDER FINANCIAL GROUP

TRUST BUT VERIFY

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