Partner | Wealth Manager
Wealth Manager and Partner Joshua Kammerer operates his independent practice at Kingsview. Partners in Carmel, Indiana bringing over 16 years of industry experience to his clients.
Growing up Lebanon, Indiana, Mr. Kammerer went West to further his education. Having graduated from Northern Arizona University with a degree in Finance and a Certificate in Business Economics. He began his career in financial services working for The Hartford before becoming a Financial Advisor with Edward Jones. Josh then joined Merrill Lynch Wealth Management as a Senior Financial Advisor and Retirement Benefits Consultant before stepping out to manage his own office under Kingsview Partners. He currently holds the Certified Plan Fiduciary Advisor designation (CPFA), which highlights his expertise and experience working with retirement plans.
Having grown up in a small town, Josh has a sense of duty to serve others ingrained into his character. Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Kammerer enjoys learning and solving problems, working with clients to find
solutions to meet their needs. He greatly enjoys building long term relationships, becoming part of his clients’ families and celebrating life’s special moments.
Operating under a fiduciary standard along with Kingsview’s multi-custodian, fee-based platform, Josh has the freedom to truly provide comprehensive client-centric strategies and services. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. Away from the office Josh plays golf and spends time outdoors, hiking, camping and spending time together with his family. Close to his and his family’s heart is support and involvement with Down Syndrome Indiana and Dads Appreciating Down Syndrome (D.A.D.S.). He currently lives in Lebanon, Indiana with his wife Tanya and their two children, Sydney and Henry.