Michael Scott Munson

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Eureka, CA
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Eureka, CA
• 06/2022 → Present
  Kingsview Wealth Management Llc
  Eureka, CA
• 06/2022 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2008-01-01 → 2022-06-13
  Wells Fargo Clearing Services, Llc
  Eureka, CA
  Eureka, CA
  Ferndale, CA
• 1997-07-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Eureka, CA
  St. Louis, MO
  Eureka, CA

Other Businesses

MICHAEL MUNSON INVESTMENTS, INV RELATED, EUREKA, CA, START 12/3/2004, 120 HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD RENTAL PROPERTY. AA COCKTAIL LOUNGE, INC; NOT INV RELATED; EUREKA, CA; BAR AND GRILL; 100% OWNERSHIP; START 11/16/2015; 4 HOURS PER MONTH, LESS THAN 1 HR DURING TRADING; OVERSEE MANAGEMENT TEAM. MSM-JAM ENTERPRISES, INC. DBA THE JAM; NOT INVESTMENT RELATED; ARCATA,CA; 100% OWNERSHIP; START 9/30/2019; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OVERSEE THE MANAGER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-27
• S63 Uniform Securities Agent State Law Examination
  1996-06-14

Other Names

• Michael Munson