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Andrew James Butler

Kingsview Wealth Management, LLC

Grants Pass, OR

Mecosta, MI

CRD 4815650

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Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-14
  • MI RA
    APPROVED
    Since 2026-04-14

Branch Locations

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

9045 70Th Ave, Mecosta, MI 49332 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 06/2004 04/2026
Kingsview Partners, Llc Grants Pass OR 04/2026 Present
Kingsview Wealth Management, Llc Mecosta MI 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2004-08-19
  • S66 Uniform Combined State Law Examination
    2009-12-30
  • S63 Uniform Securities Agent State Law Examination
    2004-08-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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