Georgetown, TX Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

2

Of 116 advisors across 71 offices

Location

1821 Westinghouse Road, Building 1, Suite 1170

Georgetown TX 78626

Advisors at this office

2

Advisors at this office

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Christopher C

Series 66

Georgetown, TX

Kingsview Wealth Management, LLC

Christopher Cantu is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is the owner of SRK Industries, an S-Corp established to receive Kingsview compensation. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Kristen N

Series 65

Georgetown, TX

Kingsview Wealth Management, LLC

Kristen Nordeen is a Series 65-licensed financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, she was involved with Veritas Counseling Group, where she serves as owner of an S-Corp related to her compensation structure. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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