Joshua
Kammerer

Kingsview Wealth Management, LLC

CRD#4706983
Investment Advisor
in Grants Pass, OR

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About this Advisor

Joshua Kammerer is a financial advisor working out of Grants Pass, Oregon with a total of 3 years of relevant experience. Kammerer is on the advisory team at Kingsview Wealth Management, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Kingsview Partners. Kammerer holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Indiana. Kingsview Wealth Management, LLC is a registered investment company that has its headquarters in Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 people on staff. It handles $4 billion in assets under management across its 13,829 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 13,829 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Kingsview Wealth Management, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

509 Se 7Th St Floor 2
Grants Pass, OR 97526

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

OR Average: $1,120,203,312
Total Number of Employees

150

OR Average: 50
Total Number of Accounts

13,829

OR Average: 1,309
Average Account Size

$259,174

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joshua Kammerer Work History

Joshua has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kingsview Partners

2010 - 2020 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2020 (10 years)

Bank Of America,Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Kammerer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kingsview Wealth Management, LLC

William Collins
Summit, NJ
Mark Weatherly
Mountlake Terrace, WA
Benton Lacy
College Station, TX
Joseph Froemming
Raleigh, NC
Phillip Williams
Grants Pass, OR
Nicholas Sposa
Falls Church, VA
Ashli Newcomb
Paris, TN
Garrett Kennedy
College Station, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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