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Benjamin Scott Stout

Kingsview Wealth Management, LLC

Grants Pass, OR

Omaha, NE

CRD 4873973

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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:

Current Employers
Kingsview Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-20
  • NE RA
    APPROVED
    Since 2025-08-20

Branch Locations

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

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Advisory Technology, Llc Omaha NE 05/2015 08/2025
Orion Portfolio Solutions, Llc Omaha NE 05/2015 08/2025
Kingsview Partners Llc Grants Pass OR 08/2025 Present
Kingsview Wealth Management, Llc Chicago IL 08/2025 Present
Previous Registrations
Other Businesses

Metro Community College not investment related; 5300 N 30th St, Omaha, NE 68111; Pottery Technician April 1, 2024; 12 hours per month, none during securities trading hours; Provides support to pottery students.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-22
S63 Uniform Securities Agent State Law Examination 2004-11-15
  • S65 Uniform Investment Adviser Law Examination
    2004-11-22
  • S63 Uniform Securities Agent State Law Examination
    2004-11-15
Other Names
  • Ben Stout

View on SEC IAPD

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