Brian Gremminger | Financial Advisor

Brian Gremminger, AAMS® Has Joined Kingsview Partners — And You’re in Excellent Hands.

Kingsview Partners is a nationally recognized fiduciary firm that brings expanded tools, resources, and a higher standard of care to your financial life.

WHAT THIS MEANS FOR YOU

A Better Client Experience, Same Trusted Relationship

Brian's move to Kingsview Partners allows him to deliver a higher standard of care and a broader set of solutions — without changing what matters most: your goals, your plan, and your relationship.

Kingsview provides Brian with expanded tools and national support so he can:

Coordinate your financial planning under one roof
Offer deeper resources and insights across investments, tax, and insurance
Keep your experience simple, transparent, and fully aligned with your best interests

Kingsview's Fiduciary Promise

We operate under three core duties — Care, Loyalty, and Candor. That means acting solely in your best interest, maintaining full transparency, and always communicating honestly about your investments, fees, and future.

Kingsview Partners 2008 Year Founded

SEC Covered RIA Registered Investment Adviser

Grants Pass Oregon Kingsview Headquarters

As of 9/30/2025 $8 Billion Assets Under Management

Nationwide Support 53+ Offices in 22+ States

100+ Advisors Servicing 41,000+ Client Accounts

As your trusted wealth manager, I wanted to work with a firm that would allow me to give you the highest standard of care. I felt I could best do that as a true fiduciary, and began to investigate my options within that realm. My research led me to Kingsview Partners... Please know that I have made this move to serve your best interest and safeguard your financial well-being. You deserve the highest standard of care, and I intend to always deliver it.

Brian Gremminger, AAMS® PARTNER | WEALTH MANAGER

WEALTH MANAGEMENT SERVICES

How We Help Our Clients

Our goal is to ensure that people, businesses, and communities thrive through professional financial planning and guidance. We strive to offer innovative products and services, advanced technology, and the highest level of client service to form lasting and prosperous relationships.

Financial Planning

Investment Management

Business Planning

Insurance

Estate Planning

Retirement Planning

Tax Planning

At Kingsview Partners, our mission is simple: to deliver fiduciary independence, personalized service, and the resources of a national firm — all while keeping your relationship with Brian Gremminger at the center of everything we do.

Independent Fiduciary: Advice focused exclusively on your best interests.
Trusted Custodians: Raymond James and Charles Schwab safeguard client assets.
Expanded Capabilities: Estate, insurance, retirement income, and tax-efficient strategies — all coordinated in one place.
Continuity of Care: The same advisor relationship, enhanced by a broader team.
Transparent Transition: Clear communication every step of the way.

MOVING TO KINGSVIEW

Client Expectations During the Integration Process

Seamless, secure and transparent from start to finish.

Clear Communication

Brian will reach out to confirm your details, preferences, and next steps.

Paperwork & Account Transfers

We coordinate every step securely with Raymond James or Charles Schwab to move your accounts efficiently.

Secure Account Access

You’ll receive clear instructions and new login credentials for Kingsview’s client portal, giving you instant, secure access to your accounts once transfers complete.

Continued Partnership

Brian and his clients are now supported by Kingsview’s national network and full-service team of fiduciaries.

TRUSTED GUIDANCE

Common Client Questions

After countless smooth integrations, we know what clients want to know most and have laid it out clearly below. If something isn’t covered here, reach out anytime — we’re here to make everything easy and secure.

Who is Kingsview Partners?

Are my assets safe with Kingsview Partners?

Why didn’t my advisor inform me about their plans to move to Kingsview Partners?

How does Kingsview Partners charge for its services?

What types of services does Kingsview Partners offer?

Who are Kingsview Partners’ custodial partners?

What is the transfer process for moving financial accounts to Kingsview Partners?

Have Questions About the Transition?

Schedule a call or send us a message — we’re here to help.

Contact Brian Gremminger

Speak with Our Integration Team

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.