Wyomissing, PA Office
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Kingsview Wealth Management, LLC
Multi-team
Firm-wide stats for Kingsview Wealth Management, LLC
About
Kingsview Wealth Management serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, trusts, foundations, and corporate entities — offering wealth management, financial planning, and asset management. Services are delivered through a network of Investment Adviser Representatives (IARs) and an internal portfolio group (Kingsview Investment Management, or KIM), and include retirement plan consulting, participant account management for held‑away assets, and access to third‑party managers and alternative investments.
The firm operates with two primary business units: IARs provide tailored, discretionary or non‑discretionary portfolio management across a wide range of securities (equities, fixed income, options, futures and margin) while KIM constructs and distributes model strategies used in separately managed accounts, ETFs and by outside advisers under model‑licensing arrangements. KWM also combines proprietary model portfolios (including tactical and income‑oriented strategies), ETF product management, and partnerships for tax/estate review and alternative‑asset sourcing to support client portfolios.
Noteworthy for an enterprise‑sized RIA, certain KWM personnel are registered representatives of unaffiliated broker‑dealers (for example, Foreside and The Leaders) and engage in selling the firm’s Monarch ETFs and variable insurance products while receiving transaction‑based compensation; KWM also serves as the investment adviser to those Monarch ETFs and manages similar SMA strategies side‑by‑side. The firm’s use of affiliated model products, broker‑dealer registered staff, commodity/futures access via associated persons, and third‑party alternative platforms are highlighted in its disclosures and are managed through written policies, disclosure and oversight.
Based on Kingsview Wealth Management, LLC
Expertise
Based on Kingsview Wealth Management, LLC
Location
945 Berkshire Blvd, Suite 102
Wyomissing PA 19610
Advisors at this office
3
Advisors at this office
Regina R
Series 63, Series 65
Wyomissing, PA
Kingsview Wealth Management, LLC
Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Her career includes roles at Kingsview Partners since 2021 and prior positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. She serves as a power of attorney for family members in investment-related matters. 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, offering a broad range of investment instruments and access to alternative investments through various platforms.
Radene G
Series 63, Series 65
Wyomissing, PA
Kingsview Wealth Management, LLC
Radene Gordonbeck is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordonbeck serves on the finance committee of the Reading Symphony and is treasurer of the Jewish Federation of Reading. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for 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 proprietary ETFs and access to alternative investments.
Brandt B
Series 65
Wyomissing, PA
Kingsview Wealth Management, LLC
Brandt Beck is a financial advisor at Kingsview Wealth Management, LLC in Wyomissing, PA. He holds a Series 65 designation and has recently transitioned from a six-year tenure at Regeneron. Beck has been with Kingsview Wealth Management since 2026. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm employs proprietary model portfolios, ETF product management, and partnerships for tax and estate review to support its client services.
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