Corey Owen
Investment adviser representative at Kingsview Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$9BFirm assets
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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
10 years in the industry.
- Kingsview Wealth Management, LLCFeb 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2020
- Wells Fargo Advisors, LLCFeb 2016 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5314153
- Firm CRD
- 148107