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Alan G

CFP®, Series 66

Rochester Hills, MI

Kingsview Wealth Management, LLC

Alan Gieleghem is a CFP® certificant with eight years of industry experience. He is currently with Kingsview Wealth Management, LLC and Kingsview Partners LLC, where he has worked since 2024. His prior experience includes six years at Edward Jones and ten years with the Troy School District. Kingsview Wealth Management is a multi-advisor SEC-registered firm that serves individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services using a combination of in-house strategies and third-party managers, and it also sponsors affiliated exchange-traded funds.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Christopher K

Series 66

Rochester Hills, MI

Kingsview Wealth Management, LLC

Christopher Kramer is a Series 66 licensed advisor with 15 years of industry experience. He has worked at Edward Jones for 13 years before joining Kingsview Wealth Management, LLC and Kingsview Partners LLC in 2024. Kramer is also a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of internal portfolio management and third-party strategies across various investment products.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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