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RIA / WealthAdvisor30 years in industry

MICHAEL GENE KISSINGER

Advisor at KINGSVIEW WEALTH MANAGEMENT, LLC

GRANTS PASS, OR | Mountain View, CA

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Search this name across graphsid dfx:ria:a73970bf-ff9b-abea-a0ea-b171c41e31cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSVIEW WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 14, 1996
First registration: Feb 14, 2003
Dual registered: no
Other names: MICHAEL GENE KISSINGER|MICHAEL G KISSINGER
IAPD individual key: 2763332

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Nov 8, 2018	n/a	yes	Mountain View, CA\|GRANTS PASS, OR	Current employment
WELLS FARGO ADVISORS	Wirehouse	Nov 30, 2011	Nov 14, 2018	no	PALO ALTO, CA\|MOUNTAIN VIEW, CA\|SAN JOSE, CA\|CUPERTINO, CA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jan 12, 2010	Nov 30, 2011	no	SAN JOSE, CA\|SCOTTS VALLEY, CA\|SALINAS, CA\|Los Gatos, CA\|SOQUEL, CA\|APTOS, CA\|Santa Cruz, CA\|SALINAS, CA\|FREEDOM, CA\|SALINAS, CA\|MORGAN HILL, CA\|LOS GATOS, CA\|GILROY, CA\|SUNNYVALE, CA\|SANTA CRUZ, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Jan 11, 2010	no	LOS GATOS, CA\|LOS GATOS, CA	Previous registration
WAMU INVESTMENTS, INC.	n/a	Sep 13, 2006	May 2, 2009	no	LOS GATOS, CA\|SANTA CLARA, CA\|MENLO PARK, CA\|LOS GATOS, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 8, 2004	Jun 30, 2006	no	CAMPBELL, CA\|Campbell, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 14, 2003	May 26, 2004	no	PALO ALTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	KINGSVIEW WEALTH MANAGEMENT, LLC	Nov 14, 2018	Nov 8, 2018	-6	Firm change	Wirehouse to RIA
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO ADVISORS	Nov 30, 2011	Nov 30, 2011	0	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	U.S. BANCORP INVESTMENTS, INC.	Jan 11, 2010	Jan 12, 2010	1	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
CHARLES SCHWAB & CO., INC.	WAMU INVESTMENTS, INC.	Jun 30, 2006	Sep 13, 2006	75	Firm change	Other
UBS FINANCIAL SERVICES INC.	CHARLES SCHWAB & CO., INC.	May 26, 2004	Jun 8, 2004	13	Firm change	Wirehouse to ibd

Relationships

Registered with (7)

→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 8, 2018 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 30, 2011 to Nov 14, 2018factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 12, 2010 to Nov 30, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Jan 11, 2010factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 13, 2006 to May 2, 2009factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 8, 2004 to Jun 30, 2006factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 14, 2003 to May 26, 2004factForm ADV

Dated events

No dated event names this entity yet.