Heather Diane Ponsano
Investment adviser representative at Kingsview Wealth Management, LLC
12 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
12 years in the industry.
- Kingsview Wealth Management, LLCJun 2023 to now
- Kingsview Partners LLCJun 2023 to now
- LPL Financial LLCMay 2022 to Jun 2023
- Cuna Brokerage Services, Inc.Jun 2019 to Jun 2023
- Cuna Mutual GroupJun 2019 to Jun 2023
- Ebert Capital ManagementMay 2018 to Apr 2019
- Jason Forester State FarmMar 2018 to May 2018
- Southern New Hampshire UniversityMar 2016 to Jan 2018
- Scott Hammond Insurance AgencySep 2014 to Mar 2018
- State Farm Vp Management Corp.Sep 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6016516
- Firm CRD
- 148107