Amy Lyn Greiner
Investment adviser representative at Kingsview Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9BFirm assets
Are you Amy Lyn Greiner? Claim your profile
Contact this firm
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
16 years in the industry.
- Kingsview Wealth Management, LLCSep 2018 to now
- Kingsview Partners LLCSep 2018 to now
- Edward JonesAug 2010 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5829202
- Firm CRD
- 148107