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Alan Gieleghem

Kingsview Wealth Management, LLC

Grants Pass, OR

Rochester Hills, MI

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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 07/2018 06/2024
Troy School District Troy MI 07/2008 06/2018
Kingsview Partners Llc Grants Pass OR 06/2024 Present
Kingsview Wealth Management Llc Rochester Hills MI 06/2024 Present
  • 07/2018 → 06/2024
    Edward Jones
    St Louis, MO
  • 07/2008 → 06/2018
    Troy School District
    Troy, MI
  • 06/2024 → Present
    Kingsview Partners Llc
    Grants Pass, OR
  • 06/2024 → Present
    Kingsview Wealth Management Llc
    Rochester Hills, MI
Previous Registrations
  • 2018-09-24 → 2024-07-05
    Edward Jones
    Shelby Township, MI
    St Louis, MO
    Utica, MI
    Bloomfield Hills, MI
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-21
  • S66 Uniform Combined State Law Examination
    2018-09-21
Designations
Other Names
  • Alan Patrick Gieleghem

View on SEC IAPD

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PURPOSE FIRST FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN

Other Offices

LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELCH INVESTMENT GROUP, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR

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