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Kristopher David Kumlien

Kingsview Wealth Management, LLC

Bozeman, MT

Grants Pass, OR

CRD 6137008

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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
MT RA APPROVED 2026-06-26
  • MT RA
    APPROVED
    Since 2026-06-26

Branch Locations

867 S 29Th Ave Suite 202, Bozeman, MT 59718 • 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 11/2012 06/2026
Kingsview Partners, Llc Grants Pass OR 06/2026 Present
Kingsview Wealth Management, Llc Bozeman MT 06/2026 Present
Previous Registrations
  • 2013-03-19 → 2026-07-06
    Edward Jones
    Belgrade, MT
    Bozeman, MT
    Bozeman, MT
    St Louis, MO
    Bozeman, MT
    Bozeman, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-19
  • S66 Uniform Combined State Law Examination
    2013-01-19

View on SEC IAPD

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