by parnterwithstg | Jun 24, 2021 | Marketing & Business Growth, Practice Management
Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting in complex case design. In addition to being a Certified Plan Fiduciary Advisor, Tim is taking the Certified Financial Planner exam this year. He also holds Life, Accident & Health Producer and FINRA Series 65 licenses.
Before his position at Kingsview, Tim worked at two reputable RIAs, assisting clients and advisors in researching strategies, building financial plans, and helping small business owners and corporate employees reach their goals. He graduated from the University of Missouri in 2018 with a bachelor’s degree in Personal Financial Planning. During his undergraduate experience, Tim volunteered with the Missouri Extensions Office preparing taxes and educating the public on personal financial matters. He also served as a mentor to his peers as a Student Leader.
Outside of work, Tim enjoys the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.
Click here to view Tim’s Bio
by parnterwithstg | May 25, 2021 | Marketing & Business Growth, Practice Management
Kingsview Partners is pleased to welcome Richard Holmes as the new Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation.
Rich had over 15 years of experience in small business management prior to joining the finance industry in 2013. He holds multiple degrees from the University of North Carolina at Charlotte, including a B.S. in Finance and an MBA focusing on Applied Investment Management. He comes to Kingsview from LPL Financial, where he served in several strategic positions.
When he’s not working with advisors, Rich enjoys spending time with friends and family, woodworking and traveling. He is also a passionate cook and avid outdoorsman. He currently resides in Huntersville, NC, with his wife and two sons.
Click here to view Richard’s Bio
by parnterwithstg | Mar 11, 2021 | Press Releases
Prestigious Technical Analyst Awards Recognize Outstanding Financial Research
(Following closely on the heels of a recent SMArtX Advisory Solutions (“SMArtX”) win for their Blue Chips Elite, Kingsview Investment Management is again making headlines; their Chief Technical Analyst, Buff Dormeier, CMT, has been selected as a finalist for the 2021 Technical Analyst of the Year.
Dormeier (Fort Wayne, IN) has been nominated due to his outstanding and precise guidance while navigating the volatile markets of 2020. His talent for dissecting market action and providing accurate forecasts has proven him a standout from his peers during this period of turmoil.
This nomination is one in a series of honors for Dormeier, who has garnered recognition within the industry for the 2007 Charles H. Dow Award and as the author of 2011’s Technical Analyst Book of the Year.
The Technical Analyst Awards are the only awards devoted to technical analysis research, data and trading software for the institutional market. Now in their thirteenth year, the Awards are highly regarded within the financial markets, attracting participation from hundreds of banks, research houses and software companies across the globe.
Award winners will be announced on Apr. 15, 2021.
