Ian
Millman
Kingsview Wealth Management, LLC
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About this Advisor
Ian Millman is a financial advisor who works out of Woodbury, New York with a total of 4 years of industry experience. Millman works at Kingsview Wealth Management, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors and Kingsview Asset Management. Millman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Kingsview Wealth Management, LLC is a financial advisory firm operating out of Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 people on staff. It oversees $4 billion in total assets across its 13,829 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 13,829 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. The company performs a diverse assortment 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 typically are based on the services offered. Fee types charged by Kingsview Wealth Management, LLC likely are comprised of 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
Ian Millman Work History
Ian has been registered as a financial advisor for 4 years.*
Kingsview Asset Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors
*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 Ian Millman 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
Woodbury, NY
Seattle, WA
Woodbury, NY
Grants Pass, OR
Raleigh, NC
Paris, TN
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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