Bozeman-Based Advisor Brings Deep Montana Roots and Business-Owner Experience to the Firm
Kingsview Partners is proud to welcome Kris Kumlien, CEPA®, to the firm.
Kris operates his advisory practice from Bozeman, Montana, serving clients, families, and business owners throughout the Gallatin Valley and surrounding communities. A Bozeman native, Kris brings more than a decade of industry experience, a strong foundation in finance and economics, and a client-centered approach shaped by both financial planning and real-world business ownership.
He earned two bachelor’s degrees, in finance and economics, from Montana State University, graduating with highest honors in 2006. After college, Kris was recruited for a career in investment banking before returning home to help restore his family’s former business, Montana Troutfitters. After helping lead a successful turnaround and eventual sale of the business, he joined Edward Jones in 2012 and began building an advisory practice rooted in long-term relationships and personal service.
For Kris, financial advice is most valuable when it helps people make better decisions about the lives they are already working hard to build. His process begins with understanding where clients are financially, where they want to go, and which risks or blind spots may need attention along the way.
“I have always believed this work is about stewardship,” said Kris Kumlien. “Clients trust us with the financial pieces of their lives that often connect to family, work, legacy, and independence. My role is to help them make thoughtful decisions and feel supported as life changes.”
Kris also brings a specialized perspective to business owners as a Certified Exit Planning Advisor® professional. His own experience helping turn around and sell a family business gives him firsthand insight into the complexity of business transitions, including timing, valuation, family priorities, and the financial planning that follows a sale.
“Kris brings the kind of grounded perspective that clients can feel right away,” said Sean McGillivray, Chief Operating Officer & President of Asset Management at Kingsview Partners. “He understands business owners because he has lived that experience, and he understands his community because he has spent his life investing in it. We are thrilled to welcome him to Kingsview.”
Outside of work, Kris and his wife, Andrea, are raising four children in Bozeman. He enjoys fly fishing, hiking, hunting, camping, traveling, photography, and serving on local community boards. His connection to Montana remains central to both his personal life and his work with clients.
Kris Kumlien serves clients from Kingsview’s Bozeman office and can be reached directly by calling (406) 389-9900 or through the Kingsview website.