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Amy Lyn Greiner

Kingsview Wealth Management, LLC

Montrose, CO

Grants Pass, OR

CRD 5829202

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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
GA RA APPROVED 2018-09-13
  • GA RA
    APPROVED
    Since 2018-09-13

Branch Locations

809 S 8Th St, Montrose, CO 81401 • 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 Dacula GA 08/2010 09/2018
Kingsview Wealth Management Llc Suwanee GA 09/2018 Present
Kingsview Partners Llc Grants Pass OR 09/2018 Present
Previous Registrations
  • 2010-09-27 → 2018-09-19
    Edward Jones
    St Louis, MO
    Dacula, GA
    Dacula, GA
Other Businesses

Amy Lyn Greiner is a licensed insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-24
  • S66 Uniform Combined State Law Examination
    2010-09-24
Designations
  • Certified Financial Planner
Other Names
  • Amy Lyn Clupper
  • Amy L Greiner
  • Amy L Clupper

View on SEC IAPD

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