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Sally Kathleen Oradei

Kingsview Wealth Management, LLC

Grants Pass, OR

Roseville, MN

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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
MN RA APPROVED 2023-09-08
  • MN RA
    APPROVED
    Since 2023-09-08

Branch Locations

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

2355 Highway 36 West Suite 400, Roseville, MN 55113 • 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
Wells Fargo Advisors Llc Minneapolis MN 01/2011 11/2016
Wells Fargo Clearing Services, Llc Minneapolis MN 11/2016 09/2023
Kingsview Partners Llc Grants Pass OR 09/2023 Present
Kingsview Wealth Management Llc Roseville MN 09/2023 Present
Previous Registrations
  • 2011-01-03 → 2023-09-15
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
  • 2004-07-09 → 2011-01-03
    Wells Fargo Investments, Llc
    Minneapolis, MN
    Minneapolis, MN
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-23
S63 Uniform Securities Agent State Law Examination 1993-07-16
  • S65 Uniform Investment Adviser Law Examination
    1999-11-23
  • S63 Uniform Securities Agent State Law Examination
    1993-07-16
Other Names
  • Sally K Oradei
  • Sally K O Oradei
  • Sally Ko Sachse

View on SEC IAPD

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LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
WELCH INVESTMENT GROUP, LLC
PURPOSE FIRST FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN

Other Offices

LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELCH INVESTMENT GROUP, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR

More in Grants Pass, OR

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