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Christopher Vernon Kramer

Kingsview Wealth Management, LLC

Grants Pass, OR

Rochester Hills, MI

CRD 5948127

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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 2024-06-28
  • MI RA
    APPROVED
    Since 2024-06-28

Branch Locations

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

2991 S. Livernois Road Ste. 209, Rochester Hills, MI 48307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2011 06/2024
Kingsview Partners Llc Grants Pass OR 06/2024 Present
Kingsview Wealth Management Llc Troy MI 06/2024 Present
Previous Registrations
  • 2011-10-25 → 2024-07-05
    St Louis, MO
    Rochester, MI
    Utica, MI
Other Businesses

Blizzard Falls Entertainment Type of business: Film and Television Rochester Hills, MI Start date: 10/24/2018 Partner Hours per week: 0 Hours during trading: 0 No Responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-26
  • S66 Uniform Combined State Law Examination
    2011-08-26
Other Names
  • Christopher Vernon Kramer

View on SEC IAPD

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