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Justin Alan Cole

Kingsview Wealth Management, LLC

Clare, MI

Grants Pass, OR

CRD 6013309

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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 2026-04-10
  • MI RA
    APPROVED
    Since 2026-04-10

Branch Locations

310 E 5Th St, Clare, MI 48617 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • 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 01/2012 04/2026
Kingsview Partners, Llc Grants Pass OR 04/2026 Present
Kingsview Wealth Management, Llc Clare MI 04/2026 Present
Previous Registrations
  • 2012-06-27 → 2026-04-13
    St Louis, MO
    Clare, MI
    North Muskegon, MI
Other Businesses

Rental Property Clare, MI Start date: 5/20/2016 Owner Hours per week: 5 Hours during trading: 0 Desc: Maintain and manage rental property. C and J Rentals Type of business: LLC Clare, MI Start date: 11/1/2019 Owner Hours per week: 10 Hours during trading: 0 Desc: Management and ownership of rental property. The sole owners of this LLC is my wife Courtney and myself.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-23
  • S66 Uniform Combined State Law Examination
    2012-03-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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