AdvisorOS Directory
Claim Profile
KS

Kevin W Swanson

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon
Unclaimed Profile
509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 6534417Firm CRD# 148107
01

About

Kevin W Swanson is a registered financial advisor based in GRANTS PASS, Oregon, affiliated with KINGSVIEW WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
AUM
$4.8B
Regulatory assets under management
Employees
190
Total firm employees
View all advisors at KINGSVIEW WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6534417
Firm CRD# 148107
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRANTS PASS?

Browse all registered financial advisors in GRANTS PASS, Oregon or claim this profile if it's yours.

Browse GRANTS PASS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin W Swanson offer?
Kevin W Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANTS PASS, Oregon for a consultation.
What are Kevin W Swanson's credentials?
Kevin W Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin W Swanson located?
Kevin W Swanson is based in GRANTS PASS, Oregon, working with KINGSVIEW WEALTH MANAGEMENT, LLC. Their office serves clients in the GRANTS PASS metropolitan area and surrounding communities.
How does Kevin W Swanson charge for services?
Kevin W Swanson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGSVIEW WEALTH MANAGEMENT, LLC?
KINGSVIEW WEALTH MANAGEMENT, LLC has approximately 190 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRANTS PASS
Joshua Lewis — KINGSVIEW WEALTH MANAGEMENT, LLCSean Patrick Mcgillivray — KINGSVIEW WEALTH MANAGEMENT, LLCJames Steven Welch — WELCH INVESTMENT GROUP, LLCSean C. Ealy — WELCH INVESTMENT GROUP, LLCAlessandro Abaroa — KINGSVIEW WEALTH MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile