Heather Diane Ponsano

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

• 09/2014 → 03/2018
  Scott Hammond Insurance Agency
  Eureka, CA
• 09/2014 → 03/2018
  State Farm Vp Management Corp.
  Eureka, CA
• 03/2016 → 01/2018
  Southern New Hampshire University
  Hooksett, NH
• 06/2019 → 06/2023
  Cuna Mutual Group
  Waverly, IA
• 06/2019 → 06/2023
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2018 → 04/2019
  Ebert Capital Management
  Eureka, CA
• 03/2018 → 05/2018
  Jason Forester State Farm
  Arcata, CA
• 05/2022 → 06/2023
  Lpl Financial Llc
  Eureka, CA
• 06/2023 → Present
  Kingsview Wealth Management Llc
  Eureka, CA
• 06/2023 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2022-05-18 → 2023-07-05
  Lpl Financial Llc
  Eureka, CA
• 2019-06-21 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Eureka, CA
• 2018-09-21 → 2019-04-11
  Ebert Capital Management Inc.
  Eureka, CA

Other Businesses

1) 05-18-2022-Arbonne-NOT INVESTMENT RELATED-Home Based-MLM-Sales Consultant-START DATE: 9/2016-1 Hours Per Month-0 Hours During Trading- 2) 05-18-2022-Coast Central Financial & Retirement Planning- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-21
• S63 Uniform Securities Agent State Law Examination
  2012-02-22

Other Names

• Heather Diane Mesloh