Michael
Munson
Kingsview Wealth Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
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.*
Wells Fargo Clearing Services, LLC
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.
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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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