Laura
Rowe
Kingsview Wealth Management, LLC
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About this Advisor
Laura Rowe is a financial advisor working in Fort Wayne, Indiana with 4 years of relevant experience. Rowe is currently employed by Kingsview Wealth Management, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Kingsview Wealth Management and Cascade Financial Management. Rowe maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Kingsview Wealth Management, LLC is a registered investment firm based in Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 advisors. It handles $4 billion in total assets between its 13,829 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 13,829 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides 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. Fees for financial advice usually are based on the type of financial services offered. Fee types billed by Kingsview Wealth Management, LLC may include some combination of 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
Laura Rowe Work History
Laura has been registered as a financial advisor for 4 years.*
Kingsview Wealth Management
Cascade Financial Management
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 Laura Rowe 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
Mountlake Terrace, WA
Summit, NJ
Grants Pass, OR
Crestview, FL
Seattle, WA
Paris, TN
Woodbury, NY
College Station, TX
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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