Kingsview Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

148107

SEC number

801-79198

Firm type

RIA

Assets under management

$9.0B as of Jun 29, 2026

Website

www.monarchfunds.com ↗

Phone

312-870-6701

Address

509 Se 7th Street, Grants Pass, OR, 97526

Advisors at this firm

103 in our index · page 1 of 3

• Shannon Elaine AveryCRD 6689021 · Greensboro, NC
  IA RegisteredRegistration inactive
• Jeffery K BarnesCRD 2069368 · Miramar Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacob Matthew BauerCRD 7219221 · Chicago, IL
  IA RegisteredBroker
• Brandt Hugh BeckCRD 7161514 · Wyomissing, PA
  IA Registered
• Brian Matthew BobbyCRD 6910644 · Falls Church, VA
  IA RegisteredRegistration inactive
• Kent Douglas BowenCRD 4059144 · Amarillo, TX
  IA RegisteredRegistration inactive
• Trevin Dane BowenCRD 6738763 · Amarillo, TX
  IA RegisteredRegistration inactive
• Ralph Malcolm BrooksCRD 4343410 · Braselton, GA
  IA RegisteredRegistration inactive
• Parker Leslie BurshemCRD 5230480 · St Paul, MN
  IA RegisteredRegistration inactive
• Charles Franklin ButlerCRD 4128056 · Martinez, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Finan BirchCRD 8225470 · Buffalo Grove, IL
  IA Registered
• Ryan Shaw BirchCRD 4556310 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
• Brent Thomas BordenkircherCRD 4245184 · Jacksonville, IL
  IA RegisteredRegistration inactive
• Zachary Ray BoydCRD 5650671 · Marysville, OH
  IA RegisteredRegistration inactive
• Thomas Thaxton Bryant JrCRD 6586429 · Blacksburg, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew James ButlerCRD 4815650 · Mecosta, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Gavin CantuCRD 6270051 · Georgetown, TX
  IA RegisteredRegistration inactive
• Douglas CelliniCRD 6759970 · Midland, MI
  IA RegisteredRegistration inactive
• Zane Calaway ChristianCRD 5798572 · Waco, TX
  IA RegisteredRegistration inactive
• Todd Aaron ConfarottaCRD 3257522 · Charleston, SC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Krista L Corliss-TaylorCRD 2534946 · Myrtle Beach, SC
  IA RegisteredRegistration inactive
• Eric Gerald CaswellCRD 4476913 · Lubbock, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Justin Alan ColeCRD 6013309 · Clare, MI
  IA RegisteredRegistration inactive
• Joshua Hunter CoupeCRD 5483622 · Wilmington, DE
  IA RegisteredRegistration inactive
• Ashby D DawsonCRD 4761872 · Amarillo, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Jacob DixonCRD 6980624 · Eureka, CA
  IA RegisteredRegistration inactive
• Buff DormeierCRD 2337819 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Donald W DormeierCRD 70557 · Fort Wayne, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Greer Allen DuckerCRD 4022975 · Greensboro, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David DuffCRD 7765529 · Falls Church, VA
  IA Registered
• Mitchell Gary EhmkaCRD 6097923 · Chicago, IL
  IA Registered
• Andrew C FarmerCRD 4600787 · Mountain Home, AR
  IA RegisteredRegistration inactive
• Zachary P FarmerCRD 7899528 · Mountain Home, AR
  IA RegisteredRegistration inactive
• Joe William FaulkCRD 5427047 · Crestview, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Erick Bynum FickenCRD 726684 · Myrtle Beach, SC
  IA RegisteredRegistration inactive
• Joshua David FarleyCRD 4428691 · Mt Carmel, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Radene Lara GordonbeckCRD 2732882 · Wyomissing, PA
  IA RegisteredRegistration inactive
• Alan GieleghemCRD 6983152 · Rochester Hills, MI
  IA RegisteredRegistration inactive
• Alisha Lawren Goebel WarrenCRD 6321458 · Mt Carmel, IL
  IA RegisteredRegistration inactive
• Trevor Scott GrayCRD 5780321 · Blacksburg, VA
  IA RegisteredRegistration inactive
• Amy Lyn GreinerCRD 5829202 · Montrose, CO
  IA RegisteredRegistration inactive
• Brian Lee GremmingerCRD 5631068 · Montgomery, TX
  IA RegisteredRegistration inactive
• John William HanselmanCRD 3231125 · Roseville, MN
  IA RegisteredRegistration inactive
• Martin W HarperCRD 4648936 · Melville, NY
  IA Registered
• Peter Schott HiltzCRD 5486385 · Cincinnati, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Howard HooperCRD 2693906 · Seattle, WA
  IA RegisteredRegistration inactive
• Jaylee HoppmannCRD 8040916 · Powell, OH
  IA RegisteredRegistration inactive
• Khoa Dang HoangCRD 5847337 · San Marcos, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Terrence John HoppmannCRD 4607818 · Powell, OH
  IA RegisteredRegistration inactive
• Smaro M JanesCRD 6621232 · Powell, OH
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.