Christopher
Kaminski

Consilio Wealth Advisors, LLC

CRD#5637962
Investment Advisor
in Bellevue, WA

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About this Advisor

Christopher Kaminski is a certified financial planner and chartered financial consultant working out of Bellevue, Washington with 2 years of relevant experience. Kaminski is currently employed by Consilio Wealth Advisors, LLC. During their career, the advisor has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Comopany and Consilio Wealth Advisors, LLC. Kaminski has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Consilio Wealth Advisors, LLC is an advisory firm operating out of Bellevue, WA. The investment advisory business has offices in four locations and a total of eight people on staff. It controls $265 million in assets across its 1,114 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,114 client accounts, 59% are held by high-net-worth investors who have more than $1 million in assets available to invest. Consilio Wealth Advisors, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on the services provided. Fees billed by Consilio Wealth Advisors, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

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

Years Registered*

2 years

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

$265,348,988

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

8

WA Average: 46
Total Number of Accounts

1,114

WA Average: 1,499
Average Account Size

$238,195

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

Christopher has been registered as a financial advisor for 2 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
David Ybarra
Loveland, CO
Hao Dang
Bellevue, WA
Alexander Dorell
Bellevue, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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