Peter
Hiltz
Kingsview Wealth Management, LLC
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About this Advisor
Peter Hiltz is a financial advisor based out of Cincinnati, Ohio, with 6 years of relevant experience. Hiltz currently works for Kingsview Wealth Management, LLC. During their career, Hiltz has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Kingsview Asset Management and Wells Fargo Advisors. Hiltz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Kingsview Wealth Management, LLC is a firm operating out of Grants Pass, OR. It has offices in 27 locations and a total of 150 employees. It manages $4 billion in assets across its 13,829 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to eight charitable organizations. Of its 13,829 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Kingsview Wealth Management, LLC provides a diverse set 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. Financial management fees largely vary depending on which service is provided. However, fee types charged by Kingsview Wealth Management, LLC can include some blend 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
Peter Hiltz Work History
Peter has been registered as a financial advisor for 6 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 Peter Hiltz 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
Albuquerque, NM
Woodbury, NY
Raleigh, NC
College Station, TX
Woodbury, NY
Chicago, IL
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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