Fort Wayne, IN Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

4

Of 116 advisors across 71 offices

Location

10431 Illinois Road

Fort Wayne IN 46814

Advisors at this office

4

Advisors at this office

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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 with 50 years of industry experience. He holds a Series 63 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including its internally managed Monarch ETFs, and offers access to a broad range of investment instruments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner 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 designations and bringing 31 years of industry experience. He has worked at Kingsview since 2019 and previously spent seven years at Wells Fargo Advisors. Dormeier is also an author, publishing a book for the Wharton School and promoting related software through his company, Volume Analysis LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led strategies and model-based portfolios, including its internally managed Monarch ETFs.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Sara P

Series 65

Fort Wayne, IN

Kingsview Wealth Management, LLC

Sara Provines is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Howard Bailey Financial, Commonwealth, and Reimbold & Anderson. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and third-party investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Laura R

Series 66

Fort Wayne, IN

Kingsview Wealth Management, LLC

Laura Rowe is a financial advisor with Kingsview Wealth Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Cascade Financial Management. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
View complete list of advisors at this office
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