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Zane Calaway Christian

Investment adviser representative at Kingsview Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$9BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Kingsview Wealth Management, LLCJan 2018 to now
  2. Kingsview Asset ManagementJan 2018 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to now
  4. Wells Fargo AdvisorsOct 2014 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (TX).

Kingsview Wealth Management, LLC

$9BAssets managed
12,309Clients
115Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5798572
Firm CRD
148107
Advisor's SEC record (opens in a new tab)
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