Advisor at Kingsview Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kingsview Wealth Management, LLC
Location
Mountain Home, AR 72653
Credentials
Series 66
Industry experience
1 year
Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves 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 instruments and access to alternative investments and third-party managers.
Based on Kingsview Wealth Management, LLC
Based on Kingsview Wealth Management, LLC
Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Commission from insurance products and futures trading if IARs are licensed; commissions vary
Hourly financial planning fees charged, specific rates not stated
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
717 South Church St.
Mountain Home, AR 72653
Arkansas
Kingsview Wealth Management
2025 - Present (1 year)
Kingsview Partners
2025 - Present (1 year)
Edward Jones
2024 - 2025 (1 year)
Habitat Hyett
2023 - 2024 (1 year)
Walmart
2020 - 2023 (3 years)
Olive Garden
2019 - 2020 (1 year)
Steve Lander's Toyota
2018 - 2019 (1 year)
United States Marine Corps
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
ChFC®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
CFP®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Series 66
Mountain Home, AR
Crews & Associates, inc.
Series 63, Series 65
Norfork, AR
Alexander Capital Wealth Management LLC
CFP®, Series 66
Mountain Home, AR
LPL Financial
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