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Mark Vernon Seither

Kingsview Wealth Management, LLC

Maryville, TN

Grants Pass, OR

CRD 6373765

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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
TN RA APPROVED 2021-11-29
  • TN RA
    APPROVED
    Since 2021-11-29

Branch Locations

427 S. Washington St. Suite 1, Maryville, TN 37804 • 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
Northwestern Mutual Investment Services Llc La Jolla CA 03/2015 04/2017
Kingsview Wealth Management Llc Roseville CA 04/2017 Present
Kingsview Partners Llc Grants Pass OR 04/2017 Present
Kingsview Wealth Management, Llc Maryville TN 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-28
S63 Uniform Securities Agent State Law Examination 2016-02-20
  • S65 Uniform Investment Adviser Law Examination
    2017-04-28
  • S63 Uniform Securities Agent State Law Examination
    2016-02-20
Other Names
  • Mark Seither

View on SEC IAPD

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MICHAEL BRIAN HOLLENBACH
Oliver Thomas Stephens
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Nearby Offices

LPL FINANCIAL LLC · MARYVILLE, TN
EDWARD JONES · Maryville, TN
LECONTE WEALTH MANAGEMENT, LLC · MARYVILLE, TN

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