Grace Anne Timmers
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.
- Kingsview Wealth Management, LLCApr 2026 to now
- Kingsview Partners, LLCApr 2026 to now
- Edward JonesMay 2022 to Apr 2026
- Grand Canyon UniversityAug 2021 to Feb 2024
- Antlers Fireside GrillJan 2020 to Aug 2021
- Full-time EducationJan 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7531516
- Firm CRD
- 148107