JK
Joshua A. Kammerer
KINGSVIEW WEALTH MANAGEMENT
NOBLESVILLE, IN 46052
Some features on this profile are disabled
CRD#: 4706983
JK
Professional summary
Joshua Adam Kammerer, who also goes by Joshua Adam Kammerer Mr., is a registered financial advisor currently at KINGSVIEW WEALTH MANAGEMENT, LLC located in Noblesville, Indiana.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joshua has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Adam Kammerer Mr.
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.
I*90978
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: LEBANON BERG VAULT
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
LEBANON, INDIANA 46052
NATURE OF BUSINESS: S-CORP,
POSITION, TITLE, ASSOCIATION: OTHER, ONLY AS NEEDED - TEMPORARY
START DATE OF RELATIONSHIP: 2/27/2016
NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: BURIAL VAULT COMPANY PROVIDING BURIAL VAULTS AND CEMETERY SERVICES TO FUNERAL HOMES. I WILL BE SETTING UP FUNERAL SERVICE AT CEMETERIES AND PLACING BURIAL VAULTS IN GROUND.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Adam Kammerer'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®
NoneExperience
Current
April 9, 2020 - Present
KINGSVIEW WEALTH MANAGEMENT, LLC
Office #1: 5540 Pebble Village Lane Suite 100, Noblesville, IN 46052RIA
CRD#: 148107
NOBLESVILLE, IN
Past
October 6, 2010 - April 13, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
INDIANAPOLIS, IN
Past
October 1, 2010 - April 13, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
INDIANAPOLIS, IN
Past
November 13, 2006 - October 4, 2010
EDWARD JONES
RIA
CRD#: 250
GLENDALE, AZ
Past
August 1, 2006 - October 4, 2010
EDWARD JONES
BD
CRD#: 250
GLENDALE, AZ
Past
September 26, 2003 - July 20, 2006
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
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".
KW
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW ASSET MANAGEMENT | VERDEO FINANCIAL SERVICES | ROLLO WEALTH MANAGEMENT | PERLMAN GROUP | NORMAN J. POLITZINER, CFP & NJP ASSOCIATES | KNIGHT STRATEGIC WEALTH | KINGSVIEW WEALTH MANAGEMENT, LLC | KINGSVIEW PARTNERS WEALTH MANAGEMENT | KINGSVIEW PARTNERS | KINGSVIEW INVESTMENT STRATEGIES | KINGSVIEW INVESTMENT MANAGEMENT | KINGSVIEW ASSET 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)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
Indiana(4/9/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KW
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW ASSET MANAGEMENT | VERDEO FINANCIAL SERVICES | ROLLO WEALTH MANAGEMENT | PERLMAN GROUP | NORMAN J. POLITZINER, CFP & NJP ASSOCIATES | KNIGHT STRATEGIC WEALTH | KINGSVIEW WEALTH MANAGEMENT, LLC | KINGSVIEW PARTNERS WEALTH MANAGEMENT | KINGSVIEW PARTNERS | KINGSVIEW INVESTMENT STRATEGIES | KINGSVIEW INVESTMENT MANAGEMENT | KINGSVIEW ASSET 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
