Unclaimed Profile

Kevin W Swanson

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon

KINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 6534417Firm CRD# 148107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin W Swanson · GRANTS PASS, OR

Registration

CRD #6534417 · KINGSVIEW WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6534417

Firm CRD# 148107

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 Advisors Are you this advisor? Claim profile

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 →