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Douglas Cellini

Advisor at Kingsview Wealth Management, LLC

Updated today

Location

Midland, MI 48640

Credentials

CFP®, Series 63, Series 66

Industry experience

8 years

About

Douglas Cellini is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for six years and held roles at Horace Mann Investors, Inc. and Coldwell Banker Professionals. Outside of advisory work, he owns and manages Cellini Properties LLC, a rental property business. Kingsview Wealth Management is an SEC-registered firm managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options including ETFs sponsored by its internal asset-management group.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Commissions

Commission from insurance products and futures trading if IARs are licensed; commissions vary

Project-based

Hourly financial planning fees charged, specific rates not stated

Other

Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable

Location

204 W Buttles, Suite B

Midland, MI 48640

Most active in

Michigan

Work history

Kingsview Partners LLC

2025 - Present (1 year)

Kingsview Wealth Management Llc

2025 - Present (1 year)

Edward Jones

2019 - 2025 (6 years)

Horace Mann Investors, Inc.

2017 - 2019 (2 years)

Horace Mann Companies

2017 - 2019 (2 years)

Cellini Properties LLC

2016 - Present (10 years)

Coldwell Banker Professionals

2016 - 2017 (1 year)

Coleman Community Schools

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cash flow / budgeting Debt management General estate planning guidance General tax planning Passive / index investing
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