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 2 of 3

• Shawn M. JohnsonCRD 2964266 · Nashville, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joshua Adam KammererCRD 4706983 · Lebanon, IN
  IA RegisteredRegistration inactive
• Michael Gene KissingerCRD 2763332 · Mountain View, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Zachary Alan KnableCRD 5979330 · West Chester, PA
  IA RegisteredRegistration inactive
• Garrett KennedyCRD 7596013 · College Station, TX
  IA Registered
• Christopher Vernon KramerCRD 5948127 · Rochester Hills, MI
  IA RegisteredRegistration inactive
• Kristopher David KumlienCRD 6137008 · Bozeman, MT
  IA RegisteredBroker
• Benton Curtis LacyCRD 2774409 · College Station, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tony Jerome LantisCRD 2145277 · Casper, WY
  IA RegisteredRegistration inactive
• Trenton Porter LayCRD 4763455 · Grand Junction, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan Seth LubellCRD 3220464 · Soquel, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Timothy Joseph LuxCRD 6647909 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Gregory Louis LafreniereCRD 4686533 · Iron Mountain, MI
  IA RegisteredRegistration inactive
• Colton Thomas LowryCRD 5812641 · Bellefontaine, OH
  IA RegisteredRegistration inactive
• Kolby Jeppson MadsenCRD 7401481 · Greensboro, NC
  IA RegisteredRegistration inactive
• Scott David MartinCRD 4328984 · Chicago, IL
  IA Registered
• Jonathan Ian MillmanCRD 2804395 · Melville, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Terry Lee MorrisCRD 2460504 · Plantation, FL
  IA Registered
• Michael Scott MunsonCRD 2744495 · Eureka, CA
  IA RegisteredRegistration inactive
• Nevile MakauCRD 7775889 · Nashville, TN
  IA RegisteredRegistration inactive
• Ian Andrew MillmanCRD 2870188 · Melville, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Randal Baker NesmithCRD 2295975 · Myrtle Beach, SC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ashli Brooke NewcombCRD 6096456 · Paris, TN
  IA RegisteredRegistration inactive
• Kristen Elisabeth NordeenCRD 7998524 · Georgetown, TX
  IA Registered
  Disclosure event(s) on record
• Sally Kathleen OradeiCRD 2291301 · Roseville, MN
  IA RegisteredRegistration inactive
• Corey OwenCRD 5314153 · Seattle, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin John OttCRD 5780416 · Hammonton, NJ
  IA RegisteredRegistration inactive
• Neil Ray PeplinskiCRD 4673461 · Chicago, IL
  IA Registered
• Ricky Aaron PerlmanCRD 5754257 · Orlando, FL
  IA Registered
  Disclosure event(s) on record
• Richard Karl PolsonCRD 4577378 · Greensboro, NC
  IA RegisteredRegistration inactive
• Heather Diane PonsanoCRD 6016516 · Eurka, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Nicholas PriddyCRD 4853781 · Huntingdon, TN
  IA RegisteredRegistration inactive
• Regina Marie RinehimerCRD 2627913 · Wyomissing, PA
  IA RegisteredRegistration inactive
• Jody RobinsonCRD 5460426 · Burr Ridge, IL
  IA Registered
• Robert Roy RobinsonCRD 4757760 · Casper, WY
  IA RegisteredRegistration inactive
• Laura Anne RoweCRD 2000809 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Lisa P RosenbergCRD 7588659 · Greensboro, NC
  IA RegisteredRegistration inactive
• Joshua E SaundersCRD 5583278 · Maryville, TN
  IA Registered
• Logan Michael SimoniCRD 7504302 · Eureka, CA
  IA RegisteredRegistration inactive
• Eric Shawn SmithCRD 5480882 · Chadds Ford, PA
  IA RegisteredRegistration inactive
• Joseph Valentino SotoCRD 5571573 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Nicholas Michael SposaCRD 6133802 · Falls Church, VA
  IA RegisteredRegistration inactive
• Scott Lee StephensCRD 4173383 · San Angelo, TX
  IA RegisteredRegistration inactive
• Benjamin Scott StoutCRD 4873973 · Omaha, NE
  IA RegisteredRegistration inactive
• Matthew John StolenCRD 4953375 · Grants Pass, OR
  IA RegisteredBroker
• Andrew Herbert TaylorCRD 4272017 · Greensboro, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Grace Anne TimmersCRD 7531516 · Mecosta, MI
  IA RegisteredRegistration inactive
• Jon Timothy VanslootenCRD 2011865 · Toledo, OH
  IA Registered
  Disclosure event(s) on record
• Arthur Christopher WalshCRD 6034813 · Payson, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Harold George WengerCRD 1048191 · Lancaster, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

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.