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Kolby Jeppson Madsen

Kingsview Wealth Management, LLC

Greensboro, NC

Grants Pass, OR

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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
NC RA APPROVED 2024-02-20
  • NC RA
    APPROVED
    Since 2024-02-20

Branch Locations

804 Green Valley Rd Suite 103, Greensboro, NC 27408 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • 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
Fidelity Investments American Fork UT 06/2021 05/2022
Young Living Lehi UT 09/2018 06/2021
Select Health Murray UT 05/2017 09/2018
Alliance Health South Jordan UT 01/2017 05/2017
1800 Contacts Draper UT 05/2015 01/2017
Salt Lake City Community College Salt Lake City UT 08/2015 12/2018
Utah Valley University Orem UT 01/2019 05/2021
Edward Jones St. Louis MO 05/2022 02/2024
Kingsview Partners Llc Grants Pass OR 02/2024 Present
Kingsview Wealth Management Llc Greensboro NC 02/2024 Present
  • 06/2021 → 05/2022
    Fidelity Investments
    American Fork, UT
  • 09/2018 → 06/2021
    Young Living
    Lehi, UT
  • 05/2017 → 09/2018
    Select Health
    Murray, UT
  • 01/2017 → 05/2017
    Alliance Health
    South Jordan, UT
  • 05/2015 → 01/2017
    1800 Contacts
    Draper, UT
  • 08/2015 → 12/2018
    Salt Lake City Community College
    Salt Lake City, UT
  • 01/2019 → 05/2021
    Utah Valley University
    Orem, UT
  • 05/2022 → 02/2024
    Edward Jones
    St. Louis, MO
  • 02/2024 → Present
    Kingsview Partners Llc
    Grants Pass, OR
  • 02/2024 → Present
    Kingsview Wealth Management Llc
    Greensboro, NC
Previous Registrations
  • 2022-05-31 → 2024-02-21
    Edward Jones
    Greensboro, NC
    St Louis, MO
    Greensboro, NC
    Greensboro, NC
  • 2021-10-13 → 2022-05-19
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2021-10-08
Other Names
  • Kolby Jeppson Madsen
  • Kolby Madsen

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
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