Matthew John Stolen
Investment adviser representative at Kingsview Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$9BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Foreside Fund Services, LLCDec 2020 to now
- Kingsview Wealth Management, LLCJan 2019 to now
- Kingsview Partners Cedar Capital, Llc/good Harbor Financial, LLCJan 2019 to now
- M Financial GroupAug 2017 to Jan 2019
- M Holdings Securities, Inc.Aug 2017 to Jan 2019
- LPL FinancialJun 2008 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OR).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4953375
- Firm CRD
- 148107