DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | July 03, 2024

Advisor Duo Opens Kingsview Office in Rochester Hills

Tags:

Kingsview Partners welcomes wealth managers Chris Kramer and Alan Gieleghem to join their firm in Rochester Hills, Michigan. The duo, who were previously advisors at Edward Jones, generated $1.5 million in annual revenue and managed $322 million in client assets. 

Kramer and Gieleghem, who are brothers-in-law, decided to move to Kingsview Partners to operate as fee-only advisors and relinquish their brokerage licenses. They had considered other firms, including Ameriprise Financial and Raymond James Financial, before making their decision. 

Kramer began his career at Edward Jones 12 years ago in Utica, Michigan, and had a successful acting career prior to becoming a financial advisor. He was a three-time Best Actor nominee for his role in the TV show “The Collector” and made guest appearances on shows like “24” and “Jericho,” as well as starring in several Lifetime movies. Gieleghem started at Edward Jones five years ago in Bloomfield Hills, Michigan, after teaching elementary school for nearly a decade. Both Kramer and Gieleghem hold CFP designations. Their transition to Kingsview Partners marks a significant move in their professional careers.

To view the press release, click here. 

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy