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Michael Gene Kissinger

Kingsview Wealth Management, LLC

Grants Pass, OR

Mountain View, CA

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Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-11-08
  • CA RA
    APPROVED
    Since 2018-11-08

Branch Locations

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

2570 W El Camino Real Suite 210, Mountain View, CA 94040 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Mountain View CA 11/2011 11/2016
Wells Fargo Clearing Services, Llc Mountain View CA 11/2016 11/2018
Kingsview Wealth Management Llc Mountain View CO 11/2018 Present
Wells Fargo Advisors Mountain View CA 12/2011 11/2018
Kingsview Partners Llc Grants Pass OR 11/2018 Present
  • 11/2011 → 11/2016
    Wells Fargo Advisors, Llc
    Mountain View, CA
  • 11/2016 → 11/2018
    Wells Fargo Clearing Services, Llc
    Mountain View, CA
  • 11/2018 → Present
    Kingsview Wealth Management Llc
    Mountain View, CO
  • 12/2011 → 11/2018
    Wells Fargo Advisors
    Mountain View, CA
  • 11/2018 → Present
    Kingsview Partners Llc
    Grants Pass, OR
Previous Registrations
  • 2011-11-30 → 2018-11-14
    Wells Fargo Clearing Services, Llc
    Palo Alto, CA
    Mountain View, CA
    San Jose, CA
    Cupertino, CA
  • 2010-01-12 → 2011-11-30
    U.S. Bancorp Investments, Inc.
    San Jose, CA
    Scotts Valley, CA
    Salinas, CA
    Los Gatos, CA
    Soquel, CA
    Aptos, CA
    Santa Cruz, CA
    Salinas, CA
    Freedom, CA
    Salinas, CA
    Morgan Hill, CA
    Los Gatos, CA
    Gilroy, CA
    Sunnyvale, CA
    Santa Cruz, CA
  • 2009-05-02 → 2010-01-11
    Chase Investment Services Corp.
    Los Gatos, CA
    Los Gatos, CA
  • 2006-09-13 → 2009-05-02
    Wamu Investments, Inc.
    Los Gatos, CA
    Santa Clara, CA
    Menlo Park, CA
    Los Gatos, CA
  • 2004-06-08 → 2006-06-30
    Charles Schwab & Co., Inc.
    Campbell, CA
    Campbell, CA
  • 2003-02-14 → 2004-05-26
    Ubs Financial Services Inc.
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-14
S63 Uniform Securities Agent State Law Examination 1996-08-14
  • S65 Uniform Investment Adviser Law Examination
    2000-07-14
  • S63 Uniform Securities Agent State Law Examination
    1996-08-14
Other Names
  • Michael Gene Kissinger
  • Michael G Kissinger

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN

Other Offices

LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELCH INVESTMENT GROUP, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR

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