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Donald D

Series 63

Fort Wayne, IN

Kingsview Wealth Management, LLC

Donald Dormeier is a financial advisor at Kingsview Wealth Management, LLC in Fort Wayne, IN, with 51 years of industry experience. He holds a Series 63 designation and has worked at UBS Financial Services, Wells Fargo Advisors, and Dormeier Capital Management prior to joining Kingsview in 2019. Kingsview Wealth Management is a multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through in-house and third-party strategies, including its internal portfolio group and affiliated exchange-traded funds.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Buff D

Series 63, Series 65

Fort Wayne, IN

Kingsview Wealth Management, LLC

Buff Dormeier is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His career includes roles at Wells Fargo Advisors, UBS Financial Services, and Kingsview entities since 2019. Dormeier is also the author of an investment-related book and receives royalties from the associated software and publications. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments across various asset classes.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Sara P

Series 65

Fort Wayne, IN

Kingsview Wealth Management, LLC

Sara Provines is a financial advisor with Kingsview Wealth Management, LLC in Fort Wayne, IN. She holds a Series 65 credential and has four years of industry experience, including prior roles at Howard Bailey Financial, Commonwealth, and Reimbold & Anderson. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and governmental clients. The firm offers financial planning, wealth management, and asset management services through both discretionary and non-discretionary strategies, incorporating in-house and third-party investments as well as alternative investment options.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Laura R

Series 66

Fort Wayne, IN

Kingsview Wealth Management, LLC

Laura Rowe is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. She holds the Series 66 designation and has previously worked at firms including UBS Financial Services, Wells Fargo Advisors LLC, and Cascade Financial Management. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both discretionary and non-discretionary advisory services, combining internal portfolio management with third-party strategies and alternative investments.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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