Diane
Wojnowski

Kingsview Wealth Management, LLC

CRD#1314998
Investment Advisor
in Grants Pass, OR

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About this Advisor

Diane Wojnowski is a financial advisor operating out of Grants Pass, Oregon with 4 years of relevant experience. Wojnowski currently works for Kingsview Wealth Management, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors and Kingsview Asset Management. Wojnowski holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in South Carolina. Kingsview Wealth Management, LLC is a financial advisory company based in Grants Pass, OR. The company has offices in 27 locations and a total of 150 financial advisors. It controls $4 billion in total assets across its 13,829 client accounts, making it one of the largest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 13,829 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable 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. Fees charged by financial advisors largely vary depending on the type of financial services offered. However, fees billed by Kingsview Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

509 Se 7Th Street 2Nd Floor
Grants Pass, OR 97526

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

OR Average: $1,120,203,312
Total Number of Employees

150

OR Average: 50
Total Number of Accounts

13,829

OR Average: 1,309
Average Account Size

$259,174

OR Average: $855,770

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

Diane Wojnowski Work History

Diane has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kingsview Asset Management

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2010 - 2019 (9 years)

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 Diane Wojnowski 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

Mark Weatherly
Mountlake Terrace, WA
William Collins
Summit, NJ
Benton Lacy
College Station, TX
Garrett Kennedy
College Station, TX
Michael Enriquez
Albuquerque, NM
Scott Martin
Chicago, IL
Joseph Froemming
Raleigh, NC
Ashli Newcomb
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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