KS
KS

Kamaljit Kaur Sahota-Middleton

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kamaljit works as a mortgage broker for KK Loans, LLC dba NEXA Mortgage, LLC. This investment-related activity takes about 10-20% of Kamaljit's time.

Employment History
Current Registrations
Snider Financial Group
February 2025 - Present · 1 yr
Previous Registrations
Clear Creek Financial Management, LLC
May 2024 - February 2025 · 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.