Jon
Vanslooten
Kingsview Wealth Management, LLC
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About this Advisor
Jon Vanslooten is a financial advisor operating out of Toledo, Ohio with a total of 7 years of industry experience. Vanslooten currently works for Kingsview Wealth Management, LLC. Vanslooten has gained experience at Kingsview Asset Management, LLC and Edward Jones. Vanslooten maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Kingsview Wealth Management, LLC is an advisory company that has its headquarters in Grants Pass, OR. The firm has offices in 27 locations and a total of 150 advisors. It handles $4 billion in assets under management across its 13,829 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 13,829 accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. Kingsview Wealth Management, LLC performs a number of services, such as 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 charged by financial advisors usually are based on which services are offered. However, fee types billed by Kingsview Wealth Management, LLC can consist 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
Jon Vanslooten Work History
Jon has been registered as a financial advisor for 7 years.*
Kingsview Asset Management, LLC
Edward Jones
*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 Jon Vanslooten 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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