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Kingsview Wealth Management, LLC CRD 148107
$8.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
126 Woodward Ave Suite A, Iron Mountain, MI 49801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2003 | 11/2024 |
| Kingsview Partners Llc | Grants Pass | OR | 11/2024 | Present |
| Kingsview Wealth Management Llc | Iron Mountain | MI | 11/2024 | Present |
"North Forty Wild Apples LLC Type of business: Internet retail tree seedling Iron Mountain, MI Start date: 12/22/2016 Owner Hours per week: 2 Hours during trading: 0 Start seedlings from seed, transplant into ground, harvest three years later and sell through online sales."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-11 |
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