Christopher
Kaminski

Consilio Wealth Advisors, LLC

CRD#5637962
Investment Advisor
in Bellevue, WA

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About this Advisor

Christopher Kaminski is a financial advisor based in Bellevue, Washington, working with Consilio Wealth Advisors, LLC. Christopher has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Consilio Wealth Advisors, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Christopher is part of Consilio Wealth Advisors, LLC, which operates out of Bellevue, Washington. The firm has 3 offices and 7 employees. The firm manages assets totaling $359.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Consilio Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

500 108Th Avenue Ne Suite 1100
Bellevue, WA 98004

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Consilio Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$359,712,895

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

1,144

WA Average: 1,499
Average Account Size

$314,434

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christopher Kaminski Work History

2021 - Present (3 years)

Consilio Wealth Advisors, LLC

2014 - 2021 (7 years)

Northwestern Mutual Wealth Management Comopany

2012 - 2021 (9 years)

Northwestern Mutual Investment Services, LLC

2010 - 2021 (11 years)

Northwestern Mutual Investment Services, LLC

2009 - 2021 (12 years)

Northwestern Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Christopher Kaminski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Consilio Wealth Advisors, LLC

Angela Phillips
Cowlesville, NY
Matthew Behning
Bellevue, WA
Christopher Kaminski
Bellevue, WA
Nathaniel Donohue
Scottsdale, AZ
Alexander Dorell
Bellevue, WA
Hao Dang
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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