Peter Schott Hiltz

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 11/2016
  Wells Fargo Advisors Llc
  Cincinnati, OH
• 11/2016 → 11/2017
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 11/2017 → Present
  Kingsview Wealth Management Llc
  Cincinnati, OH
• 01/2010 → 11/2017
  Wells Fargo Advisors
  Cincinnati, OH
• 11/2017 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2010-03-09 → 2017-11-29
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH

Other Businesses

OBA Name: PSH Holdings Investment-related: Yes OBA Address: Cincinnati, OH OBA Position: Owner OBA Start Date: 11/2017 Approximate OBA hours/month: 1 Approximate: OBA hours/months during business hours:1 LLC for Kingsview Compensation

Exams

• S66 Uniform Combined State Law Examination
  2010-03-08