Michael G. Kissinger

KINGSVIEW WEALTH MANAGEMENT

Mountain View, CA 94040

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CRD#: 2763332

Professional summary

Michael Gene Kissinger, who also goes by Michael G Kissinger, is a registered financial advisor currently at KINGSVIEW WEALTH MANAGEMENT, LLC located in Mountain View, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael G Kissinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gene Kissinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 8, 2018 - Present

KINGSVIEW WEALTH MANAGEMENT, LLC

Office #1: 2570 W El Camino Real Suite 210, Mountain View, CA 94040

RIA

CRD#: 148107

Mountain View, CA

Past

November 30, 2011 - November 14, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MOUNTAIN VIEW, CA

Past

November 29, 2011 - November 14, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MOUNTAIN VIEW, CA

Past

January 12, 2010 - November 30, 2011

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

APTOS, CA

Past

January 11, 2010 - November 30, 2011

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

APTOS, CA

Past

May 2, 2009 - January 11, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LOS GATOS, CA

Past

May 2, 2009 - January 11, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LOS GATOS, CA

Past

September 13, 2006 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

LOS GATOS, CA

Past

September 13, 2006 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

LOS GATOS, CA

Past

June 8, 2004 - June 30, 2006

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CAMPBELL, CA

Past

June 8, 2004 - June 30, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

CAMPBELL, CA

Past

February 14, 2003 - May 26, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PALO ALTO, CA

Past

February 14, 2003 - May 26, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 5, 1997 - February 21, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 24, 1996 - September 10, 1997

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD#: 148107 / SEC#: 801-79198

RIA

Registered Investment Advisory firm - (2/24/2014 Approved)

Arkansas

Registered Investment Advisory firm - (2/26/2014 Terminated)

Florida

Registered Investment Advisory firm - (2/26/2014 Terminated)

Illinois

Registered Investment Advisory firm - (2/26/2014 Terminated)

Iowa

Registered Investment Advisory firm - (2/26/2014 Terminated)

Minnesota

Registered Investment Advisory firm - (2/26/2014 Terminated)

New York

Registered Investment Advisory firm - (11/8/2013 Cancelled)

North Dakota

Registered Investment Advisory firm - (2/26/2014 Terminated)

Oregon

Registered Investment Advisory firm - (2/26/2014 Terminated)

South Dakota

Registered Investment Advisory firm - (2/26/2014 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2014 Terminated)

Virginia

Registered Investment Advisory firm - (2/26/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD#: 148107 / SEC#: 801-79198

RIA

Registered Investment Advisory firm - (2/24/2014 Approved)

Arkansas

Registered Investment Advisory firm - (2/26/2014 Terminated)

Florida

Registered Investment Advisory firm - (2/26/2014 Terminated)

Illinois

Registered Investment Advisory firm - (2/26/2014 Terminated)

Iowa

Registered Investment Advisory firm - (2/26/2014 Terminated)

Minnesota

Registered Investment Advisory firm - (2/26/2014 Terminated)

New York

Registered Investment Advisory firm - (11/8/2013 Cancelled)

North Dakota

Registered Investment Advisory firm - (2/26/2014 Terminated)

Oregon

Registered Investment Advisory firm - (2/26/2014 Terminated)

South Dakota

Registered Investment Advisory firm - (2/26/2014 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2014 Terminated)

Virginia

Registered Investment Advisory firm - (2/26/2014 Terminated)

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Contact information

Main Address

509 Se 7th Street 2nd Floor, Grants Pass, OR 97526

Mailing Address

Phone number

(312) 870-6701

Established

Firm type

Fiscal year end

# of Employees

225

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSVIEW 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	24,847
AUM (Assets Under Management)	$ 6,745,495,357

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael G. Kissinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gene Kissinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

MONEY CONCEPTS CAPITAL CORP

Primary Firm SEC Registration

KINGSVIEW WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2000

Series 63

Date: 8/14/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/29/1997

Series 6

Date: 8/14/1996

Current Firm

KINGSVIEW WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSVIEW WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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