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Financial ADVSR advisor directory · SEC adviser records

Kingsview Wealth Management, LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a Kingsview Wealth Management, LLC office in Ohio, by city and A to Z.

5 registered advisors work at Kingsview Wealth Management, LLC in Ohio, out of 102 nationwide; it's the firm's number 5 state by advisors, and the most are in Powell (2). 1 list the CFP designation and 0 are also registered broker representatives.

Kingsview Wealth Management, LLC advisors by city in Ohio

Every firm in Ohio →

Powell 2Marysville 1Toledo 1Wintersville 1

Kingsview Wealth Management, LLC advisors in Ohio, A to Z

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Kingsview Wealth Management, LLC advisors in every state →Kingsview Wealth Management, LLC: assets, clients and custodians →Kingsview Partners news and advisor moves →Advisor Moves: who changed firms this week →

Kingsview Wealth Management, LLC in other states

Oregon 35Illinois 7Texas 6California 5Pennsylvania 5Indiana 4Michigan 4North Carolina 4Tennessee 4Virginia 4New Jersey 3New York 3

Questions

How many Kingsview Wealth Management, LLC financial advisors are in Ohio?

5 investment adviser representatives are registered at Kingsview Wealth Management, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 102 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Kingsview Wealth Management, LLC have the most advisors?

Powell, with 2, then Marysville (1). Kingsview Wealth Management, LLC has advisors in 4 cities in Ohio.

How do I check a Kingsview Wealth Management, LLC advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kingsview Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.