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Christopher Michael Kaminski

Consilio Wealth Advisors, LLC

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About Christopher Michael Kaminski

Christopher Kaminski is an Investment Advisor Representative at Consilio Wealth Advisors, LLC in Bellevue, Washington. Christopher has been in the financial services industry since 2009. He has Series 7, 6, 63 and 65 licenses and holds the Certified Financial Planner and Chartered Financial Consultant designations. He is also registered in the state of Washington. Christopher specializes in portfolio management for individuals and providing financial planning services.

Firm Information

Christopher Kaminski is currently registered with Consilio Wealth Advisors, LLC. Consilio Wealth Advisors, LLC is a registered investment advisor based in BELLEVUE, WA. The firm has 6 licensed agents and manages $359,712,895 in assets for 1,144 clients, including high-net-worth individuals and other individuals. Consilio Wealth Advisors provides financial planning, portfolio management for individuals, and selection of other advisors.
Consilio Wealth Advisors, LLC

500 108TH AVENUE NE

BELLEVUE, WA 98004

$359.71M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Kaminski’s Registration & Firm History

WA

06/14/2021 - Present

Consilio Wealth Advisors, LLC (BELLEVUE WA)

WA

03/29/2010 - 06/14/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 04/09/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Kaminski.
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