Unclaimed Profile

Matthew John Stolen

KINGSVIEW WEALTH MANAGEMENT, LLC·GRANTS PASS, Oregon

SIE, Series 4, Series 7, Series 24, Series 53, Series 66Clean record20 years registeredKINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET, GRANTS PASS, OR 97526CRD# 4953375Firm CRD# 148107

Profile Verification

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

Identity

Matthew John Stolen · GRANTS PASS, OR

Registration

CRD #4953375 · KINGSVIEW WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

KINGSVIEW WEALTH MANAGEMENT, LLC

Jan 2019 – present

M HOLDINGS SECURITIES, INC.

Sep 2017 – Jan 2019

PORTLAND, OR

LPL FINANCIAL LLC

Jan 2017 – Aug 2017

FORT COLLINS, CO

LPL FINANCIAL LLC

Jul 2008 – Dec 2016

FORT COLLINS, CO

SII INVESTMENTS, INC.

May 2006 – Jun 2008

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · May 8, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD 148107 · SEC 801-79198

AUM

$4.8B

Regulatory assets under management

Employees

190

18,332 client accounts

Services offered by KINGSVIEW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at KINGSVIEW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew John Stolen offer?

Matthew John Stolen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANTS PASS, Oregon for a consultation.

What are Matthew John Stolen's credentials?

Matthew John Stolen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew John Stolen located?

Matthew John Stolen 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 Matthew John Stolen charge for services?

Matthew John Stolen'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.

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