Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $4,845,686,420 in 18,332 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management4,846MILLION
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Donald Dormeier (CRD# 70557) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Fort Wayne, IN and has over 15 years of experience in the finance industry.
Greer Ducker (CRD# 4022975) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Mitchell Ehmka (CRD# 6097923) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Chicago, IL and has over 11 years of experience in the finance industry.
Michael Enriquez (CRD# 5884355) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Albuquerque, NM and has over 13 years of experience in the finance industry.
Joe Faulk (CRD# 5427047) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Crestview, FL and has over 16 years of experience in the finance industry.
Erick Ficken (CRD# 726684) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 37 years of experience in the finance industry.
Joel Foster (CRD# 5919157) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Joseph Froemming (CRD# 6288745) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
Radene Gordonbeck (CRD# 2732882) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Wyomissing, PA and has over 27 years of experience in the finance industry.
Amy Greiner (CRD# 5829202) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Suwanee, GA and has over 13 years of experience in the finance industry.