Kristen Elisabeth Nordeen

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

• 04/2023 → Present
  Kingsview Partners Llc
  Grants Pass, OR
• 04/2023 → Present
  Kingsview Wealth Management Llc
  Georgetown, TX
• 07/2022 → 08/2023
  Veritas Counseling Group
  Leander, TX
• 02/2022 → 02/2023
  Tania Glenn & Associates
  Cedar Park, TX
• 11/2017 → 05/2022
  Texas State University
  Round Rock, TX
• 08/2017 → 11/2017
  Office Depot
  Austin, TX
• 03/2017 → 05/2017
  Dsw
  Cedar Park, TX
• 01/2016 → 08/2017
  Full-Time Education
  Cedar Park, TX

Other Businesses

OBA Name: Veritas Counseling Group Investment-related: Yes OBA Address: Georgetown,TX OBA Nature: S-Corp to receive Kingsview compensation OBA Position: Owner OBA Title or Relationship: Owner OBA Start Date: 07/20/22022 Approximate OBA hours/month: 160 Approximate: OBA hours/months during business hours: 160 OBA Duties: S-Corp to receive Kingsview compensation

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-11