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Grace Anne Timmers

Kingsview Wealth Management, LLC

Mecosta, MI

Grants Pass, OR

CRD 7531516

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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 2026-04-21
  • MI RA
    APPROVED
    Since 2026-04-21

Branch Locations

9045 70Th Ave, Mecosta, MI 49332 • 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 Mecosta MI 05/2022 04/2026
Antlers Fireside Grill Stanwood MI 01/2020 08/2021
Full-Time Education Grandville MI 01/2014 01/2020
Grand Canyon University Phoenix AZ 08/2021 02/2024
Kingsview Partners, Llc Grants Pass OR 04/2026 Present
Kingsview Wealth Management, Llc Mecosta MI 04/2026 Present
  • 05/2022 → 04/2026
    Mecosta, MI
  • 01/2020 → 08/2021
    Antlers Fireside Grill
    Stanwood, MI
  • 01/2014 → 01/2020
    Full-Time Education
    Grandville, MI
  • 08/2021 → 02/2024
    Grand Canyon University
    Phoenix, AZ
  • 04/2026 → Present
    Kingsview Partners, Llc
    Grants Pass, OR
  • 04/2026 → Present
    Mecosta, MI
Previous Registrations
  • 2024-11-01 → 2026-04-13
    Mecosta, MI
    Mecosta, MI
    St Louis, MO
    Stanwood, MI
    Mecosta, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2024-09-04

View on SEC IAPD

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