Paul A. Kinneberg

LONGVIEW FINANCIAL

Zimmerman, MN

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CRD#: 4476721

Professional summary

Paul Alan Kinneberg, CFP® is a registered financial advisor currently at LONGVIEW FINANCIAL, INC. located in Zimmerman, Minnesota.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CRS (Client Relationship Summary) - RIA

Click below to view Paul Alan Kinneberg's 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®

CFP^®

Certified Financial Planner

Experience

Current

May 11, 2001 - Present

LONGVIEW FINANCIAL, INC.

RIA

CRD#: 116365

Zimmerman, MN

Past

May 11, 2001 - December 31, 2003

LONGVIEW FINANCIAL, INC.

RIA

CRD#: 116365

ANDOVER, MN

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

Minnesota
(5/19/2016)

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: 11/1/2000

Uniform Investment Adviser Law Examination

Current Firm

LONGVIEW FINANCIAL, INC.

CRD#: 116365 / SEC#:

Colorado

Registered Investment Advisory firm - (5/20/2016 Terminated)

Minnesota

Registered Investment Advisory firm - (4/29/2004 Approved)

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).

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Contact information

Main Address

Zimmerman, MN

Mailing Address

Phone number

(763) 234-4539

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 9,366,454

Red Flags

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