Garrett Kennedy
Investment adviser representative at Kingsview Wealth Management, LLC
14 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
14 years in the industry.
- Kingsview Wealth Management, LLCJul 2022 to now
- Kingsview Partners LLCJul 2022 to now
- Rollo Insurance Group, IncJul 2019 to Jul 2022
- University Center and Special Events - Texas A&m UniversityNov 2017 to Jul 2019
- Texas A&m UniversityAug 2017 to May 2021
- Rogers Independent School DistrictJul 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7596013
- Firm CRD
- 148107