Michael
Munson

Kingsview Wealth Management, LLC

CRD#2744495
Investment Advisor
in Eureka, CA

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About this Advisor

Michael Munson is a financial advisor working in Eureka, California who has 1 year of industry experience. Munson is an employee of Kingsview Wealth Management, LLC. Throughout their career, Munson has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Munson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Kingsview Wealth Management, LLC is a registered investment business operating out of Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 advisors. It administers $4 billion in total assets among its 13,829 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 13,829 accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. Kingsview Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Kingsview Wealth Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

205 I Street Suite A
Eureka, CA 95501

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

CA Average: $1,120,203,312
Total Number of Employees

150

CA Average: 50
Total Number of Accounts

13,829

CA Average: 1,309
Average Account Size

$259,174

CA Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Munson Work History

Michael has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Munson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kingsview Wealth Management, LLC

William Collins
Summit, NJ
Mark Weatherly
Mountlake Terrace, WA
Benton Lacy
College Station, TX
Ian Millman
Woodbury, NY
Jonathan Millman
Woodbury, NY
Mario Veneroso
Woodbury, NY
Joe Faulk
Crestview, FL
Corey Owen
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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