Wells Fargo Advisor Joins Kingsview in Myrtle Beach, South Carolina

Kingsview is excited to welcome their newest Partner and Wealth Manager Randal Nesmith in their Myrtle Beach office. Joining the firm from Wells Fargo, where he has proactively managed over $70 million in assets, Randal brings 30 years of expertise, providing highly personalized experiences and delivering comprehensive financial planning solutions.

Mr. Nesmith focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for his clients.

“It is easy to see by Randal’s decades of service that the quality of his character and substantial industry expertise make him a perfect fit for Kingsvjew exclusive partnership,” noted Chief Executive Officer Sean McGillivray. “Partners like Randal make the firm’s mission of elevating the standard of care possible.”

Kingsview’s Myrtle Beach office is located at 2513 N. Oak St., Suite 201, Myrtle Beach, SC 29577 and can be reached at (843) 946-5611.

Click here to view Randal’s Bio

Wells Fargo Advisor Joins Kingsview in Alpharetta, Georgia

Kingsview’s newest Partner Aaron Das has joined the firm as of September 11, 2020. Mr. Das was born in India, moving to Atlanta when he was eight years old and has remained in the area ever since. After graduating from Emmanuel College with a degree in Business Administration, he began his career in financial services as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor where he managed over $50,000,000 in assets.

At the Kingsview Alpharetta office, Aaron will continue to deliver measured and personalized guidance to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. Though prior firms often hindered his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services.

“We are extremely excited to welcome Aaron as the newest Partner to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Aaron’s experience, knowledge, and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”

Kingsview’s newest Alpharetta, GA office can be found at 11175 Cicero Dr., Suite 100 and can be reached at (470) 695-0463.

Click here to view Aaron’s Bio

Edward Jones Advisor Joins Kingsview Partners In Albuquerque, NM

Opening their first office in the state of New Mexico, Kingsview is excited to welcome Partner and Wealth Manager Mike Enriquez to the firm. Bringing 10 years of industry experience, Mike has previously worked with clients as an Advisor at Morgan Stanley and most recently at Edward Jones managing over $50,000,000 in assets.

“With strong ethical values and a heart-felt desire to serve others, Mike will continue to advance Kingsview’s desire to transform the industry,” commented CEO Sean McGillivray.

Mike’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified Advisor Partner who will carry on the firm’s mission to Elevate the Standard of Care.

At his new office in Albuquerque, Mike will continue to be the calm voice of reason for his clients, providing soothing and clear-headed solutions while embracing the firm’s no-nonsense approach to advice, investment management and financial planning.

Located at 10400 Academy NE, Suite 240, Albuquerque, New Mexico 87111, Mike can be reached by calling (505) 225-3226 x479 or by email at menriquez@kingsview.com.

View Mike Enriquez’s bio

Kingsview Partners Named to 2020 Financial Times 300 Top RIAs

July 30, 2020 – Kingsview Partners is proud to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

“To be recognized by Financial Times as a Top 300 RIA is quite the accomplishment and places us among elite company. We are certainly proud of our team here at Kingsview Partners and we don’t plan on slowing down anytime soon. Our partners will continue to deliver measured and personalized service, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.” Said Sean McGillivray, CEO of Kingsview Partners.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Merrill Lynch Indiana Team Joins Kingsview Partners

Kingsview is proud to announce that Partners Phil Williams and Joshua Kammerer have joined the firm on April 9, 2020. The addition of Phil and Joshua further cements Kingsview Partner’s presence in the great state of Indiana with this second location.

Phil has had a career spanning over two decades where he served clients at some of the industry’s largest firms. Joshua has held various positions within the financial services industry before joining Kingsview. The team most recently served their clients at Merrill Lynch Wealth Management in central Indiana where they managed over $100 million in client assets.

Phil and Joshua are excited to offer clients a fiduciary standard of care at their new office which is conveniently located just outside of Indianapolis. Their service offering at Kingsview will include personalized guidance, comprehensive financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.

“Only well supported and prudent financial professionals will be prepared to face the changes this industry is experiencing… and the challenges facing our clients.” noted CEO Sean McGillivray. “Today, one thing is abundantly clear, an independent registered investment advisor is uniquely positioned to provide clients with comprehensive and actionable advice. Having Josh and Phil as partners is a huge help in our mission to do better for clients and a great benefit to the people of Indiana.”

Kingsview’s new central Indiana office can be reached at (317) 343-0203 or (317) 343-0129. See both Joshua and Phil’s biography below:

View Joshua Kammerer’s Bio
View Phil Williams’ Bio

Kingsview Partners Advisor Ranked Best In State Wealth Advisor By Forbes

Buff Dormeier, Chief Technical Analyst and Portfolio Manager of Kingsview Partners in Fort Wayne, IN has been recognized as a 2020 Best in State Wealth Advisor by Forbes.

Dormeier, a CMT as well as the winner of the 2007 Charles H. Dow Award* for technical analysis and The Technical Analyst 2013 Book of the Year author, is the lead advisor of Kingsview Partners’ Fort Wayne office.

“It is an honor to be named a Forbes Best-In-State Wealth Advisor again” Dormeier said. “Our team strives for a higher standard of care enabling our clients to effectively stage the growing complexities associated with wealth. And to be named a Forbes Best-In-State Wealth Advisor for yet another year is a testament first to the meaningful relationships we have been blessed to share with our elite clientele as well as the depth of talent, integrity and experience shared amongst our team members Don Dormeier, Laura Rowe and Tia Runyan”

Kingsview Partners Fort Wayne provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. As financial advisors their mission is to guide clients toward building and protecting wealth by creating income plans for life and legacies for beyond.

Media inquiries please contact Tia Runyan, Client Associate at (260) 264-0099 or
fortwayne@kingsview.com.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*The Charles H. Dow Award was not based on investment performance, but rather to highlight outstanding research in technical analysis.

Wells Fargo Advisor Joins Kingsview in Seattle, Washington

Today, Kingsview Partners welcomed their newest Partner and Wealth Manager, Corey Owen.
“Kingsview could not be more excited to have an added presence in Seattle”, said Joshua Lewis,
Senior Managing Partner.

Corey joins the firm from Wells Fargo Advisors, where he managed over $50,000,000 in client
assets. Holding both the distinguished designations of Chartered Financial Consultant (ChFC®)
and Certified Financial Planner (CFP®) as well as an MBA from the Grand Canyon University, his
over 13-year career in financial services ensures he is bringing both experience and knowledge
to his new role at Kingsview.

Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Owen
loves the ability to help people and to be a positive influence in their lives. He especially enjoys
building financial plans for families with major concerns and questions, helping simplify the
many complexities of investing and planning.

Kingsview continues to be an industry inventor, transforming the advisory world with the firm’s
mission to “Elevate the Standard of Care.” Sean McGillivray the firm’s Chief Executive Officer
comments “The firm and our Partners serve the under-served. Our industry has done a poor
job of engaging clients and delivering on their promises. Everyone from senior management, to
wealth manger, to administrative staff believe in our client first approach to business.”

Corey Owen and Kingsview can be reached at:
4727 44 th Ave SW, Suite 207
Seattle, WA 98116
O: 206-504-2398
F: 206-785-9389
E: cowen@kingsview.com

Website Bio: https://www.kingsview.com/advisor/coreyowen/

Award Winning CTA Joins KIM Investment Committee

Kingsview Investment Management has partnered with award winning Technical Analyst and Portfolio Manager Buff Dormeier, CMT who has assumed the role of the firm’s Chief Technical Analyst.

Armed with proprietary indicators and investment programs, Dormeier dynamically advises RIAs and other institutional clientele with strategies meeting their specified investment objectives in a full host of investment factor climates.

In 2007, Dormeier’s technical research was awarded the prestigious Charles H. Dow Award. Also an award winning author, Buff authored “Investing with Volume Analysis“. Partnering with Financial Times Press, Pearson Publishing and the Wharton School, this book is the only one to win both Technical Analyst’s Book of the Year (2013) and Trader Planet’s top Book Resource (2012) to date.

Buff’s work has also been featured in a variety of national and international publications and technical journals. Now, with Kingsview Investment Management’s affiliation, Buff’s expertise and proprietary work on technical and volume analysis shall become much more accessible to journalists and other media alike.

As a portfolio manager, Buff was featured in “Technical Analysis and Behavior Finance in Fund Management” – an international book comprised of interviews with 21 PM’s across the world who utilize technical analysis as a portfolio driver. In his new role with Kingsview Investment Management, Buff’s unique performance driven strategies will be now be available to a wide audience of RIAs and institutional clientele.

“Buff’s process driven technical approach to portfolio management is a welcome addition to both our Wealth and Investment Management divisions,” said Sean McGillivray, Chief Executive Officer, “His deep experience in the fields of Technical and Volume Analysis as a CMT will be a huge resource to the rest of the firm’s Financial Advisor partners as we grow our SMA offerings and prepare to launch our mutual fund business.”

To schedule media or speaking engagements please contact Tia Runyan, Client Associate at (260) 264–0099 or fortwayne@kingsview.com. For RFPs and other investment proposals contact Alex Staley, VP Advisor Strategy, at (312) 767-5227 or astaley@kingsview.com.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*The Charles H. Dow Award was not based on investment performance, but rather to highlight outstanding research in technical analysis.

Wells Fargo Team Joins Kingsview in Fort Wayne, Indiana

Kingsview Partners is proud to announce the grand opening of its newest office in Fort Wayne, Indiana. Managing nearly $250 Million in assets and producing $1.6 Million in revenue, Buff Dormeier will serve as Chief Technical Analyst and Portfolio Manager while sitting on the firm’s Investment Committee. Buff is also joined in Fort Wayne by Don Dormeier, Laura Rowe, and client associate Tia Runyan.

“Buff’s process driven technical approach to portfolio management is a welcome addition to both our Wealth and Investment Management divisions,” said Sean McGillivray, Chief Operations Officer, “His deep experience in the fields of Technical and Volume Analysis as a CMT will be a huge resource to the rest of the firm’s Advisor partners as we grow our SMA offerings and prepare to launch our mutual fund business.”

With 25 years of industry experience, Buff’s desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of finding ideal solutions to each client’s individual needs and assisting them in ensuring those goals are met makes him a uniquely qualified Wealth Manager Partner who will carry on the firm’s mission to Elevate the Standard of Care.

At the firm’s office in Fort Wayne, Buff and his team will continue to deliver measured and personalized advice to clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.

“We are excited to have Buff as a partner and his deep experience will be a resource to clients,” noted Managing Director of Business Development Aaron Klemow. “Buff’s approach that puts the interest of clients first will continue to advance our desire to transform the industry.” Buff and the Fort Wayne Team can be reached at:

10431 Illinois Road
Fort Wayne, IN 46814
O: (260) 264-0099
fortwayne@kingsview.com

Wells Fargo Advisor Joins Kingsview in Seattle, Washington

Today, Kingsview Partners both opened the doors to their newest office and simultaneously welcomed their newest Partner and Wealth Manager, David Hooper. “Kingsview could not be more excited to have a new presence in Seattle”, said Joshua Lewis, Senior Managing Partner and CEO of Kingsview Partners.
David joins the firm from Wells Fargo Advisors, where he managed over $60,000,000 in client assets. Holding both the distinguished Chartered Financial Analyst (CFA) designation along with an MBA from the University of Washington, his over two-decade career in financial services ensures he is bringing both experience and knowledge to his new role at Kingsview.

Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Hooper loves the ability to help people and to be a positive influence in their lives. He greatly enjoys building long term relationships with his clients, giving them the assurance that they have someone looking out for their best interests often reminding clients, “life is too short not to trust your advisor.”

Kingsview continues to be an industry innovator, transforming the advisory world with the firm’s mission to “Elevate the Standard of Care.” Sean McGillivray the firm’s Chief Operating Officer comments “The firm and our Partners serve the under-served. Our industry has done a poor job of engaging clients and delivering on their promises. Everyone from senior management, to wealth manger, to administrative staff believe in our client first approach to business.”
David Hooper and Kingsview can be found at:

4727 44th Ave SW, Suite 207
Seattle, WA 98116
O: (206) 531-0117
E: dhooper@kingsview.com
https://www.kingsview.com/advisor/davidhhooper/