Alisha Lawren Goebel Warren

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 01/2023
  Edward Jones
  St Louis, MO
• 01/2023 → 08/2024
  Edward Jones
  St Louis, MO
• 08/2024 → Present
  Kingsview Partners Llc
  Grants Pass, OR
• 08/2024 → Present
  Kingsview Wealth Management Llc
  Mt Carmel, OR

Previous Registrations

• 2022-10-24 → 2024-08-26
  Edward Jones
  Mt Carmel, IL

Other Businesses

OBA Name: Karmic Prosperity Partners LLC Investment-related: Yes OBA Address: Mount Carmel, IL OBA Nature: LLC to receive Kingsview compensation OBA Position: Member OBA Title or Relationship: Member/Partner OBA Start Date: 12/3/2024 Approximate OBA hours/month: 1 Approximate: OBA hours/months during business hours: 0 OBA Duties: LLC to receive Kingsview compensation

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Other Names

• Alisha Lawren Goebel
• Alisha Lawren Warren
• Alisha Goebel