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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JAMES CONRAD NIEDZINSKI

Advisor at MOTIVE WEALTH ADVISORS, LLC

BIRMINGHAM, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd280d51-def4-1dfb-5d04-ea5073935b6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOTIVE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 10, 2000
First registration: Feb 10, 2006
Dual registered: no
Other names: JIM CONRAD NIEDZINSKI|JIM NIEDZINSKI
IAPD individual key: 4122483

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOTIVE WEALTH ADVISORS, LLC	Independent wealth	May 10, 2021	n/a	yes	BIRMINGHAM, MI	Current employment
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Independent wealth	Feb 7, 2020	Apr 16, 2021	no	PORTLAND, OR\|BIRMINGHAM, MI	Previous registration
PLANNING ALTERNATIVES LTD	Independent wealth	Feb 14, 2018	Feb 10, 2020	no	Bloomfield Hills, MI	Previous registration
WEALTHCARE ADVISORS, LLC	Former SEC adviser	Dec 6, 2012	Feb 9, 2018	no	BLOOMFIELD HILLS, MI	Previous registration
PLANNING ALTERNATIVES LTD	Independent wealth	Aug 31, 2010	Feb 9, 2018	no	BLOOMFIELD HILLS, MI	Previous registration
OSAIC FA, INC.	Former SEC adviser	Feb 10, 2006	Sep 29, 2009	no	SOUTHFIELD, MI\|SOUTHFIELD, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	MOTIVE WEALTH ADVISORS, LLC	Apr 16, 2021	May 10, 2021	24	Firm change	RIA to new firm
PLANNING ALTERNATIVES LTD	TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Feb 10, 2020	Feb 7, 2020	-3	Firm change	RIA to RIA
PLANNING ALTERNATIVES LTD	WEALTHCARE ADVISORS, LLC	Feb 9, 2018	Dec 6, 2012	-1,891	Firm change after gap	Other
WEALTHCARE ADVISORS, LLC	PLANNING ALTERNATIVES LTD	Feb 9, 2018	Feb 14, 2018	5	Firm change	Other
OSAIC FA, INC.	PLANNING ALTERNATIVES LTD	Sep 29, 2009	Aug 31, 2010	336	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110268:159835:MI:2018-02-09	Feb 9, 2018	Dec 6, 2012	BLOOMFIELD HILLS, MI	Firm change after gap
159835:110268:MI:2018-02-09	Feb 9, 2018	Feb 14, 2018	BLOOMFIELD HILLS, MI	Firm change

Relationships

Registered with (5)

→ MOTIVE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 10, 2021 to presentfactForm ADV
→ TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2020 to Apr 16, 2021factForm ADV
→ PLANNING ALTERNATIVES LTDRegistered adviserregistration: previous registration
Feb 14, 2018 to Feb 10, 2020factForm ADV
→ WEALTHCARE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 6, 2012 to Feb 9, 2018factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Feb 10, 2006 to Sep 29, 2009factForm ADV

Dated events

No dated event names this entity yet.