Kolby Jeppson Madsen
Investment adviser representative at Kingsview Wealth Management, LLC
11 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
11 years in the industry.
- Kingsview Wealth Management, LLCFeb 2024 to now
- Kingsview Partners LLCFeb 2024 to now
- Edward JonesMay 2022 to Feb 2024
- Fidelity InvestmentsJun 2021 to May 2022
- Utah Valley UniversityJan 2019 to May 2021
- Young LivingSep 2018 to Jun 2021
- Select HealthMay 2017 to Sep 2018
- Alliance HealthJan 2017 to May 2017
- Salt Lake City Community CollegeAug 2015 to Dec 2018
- 1800 ContactsMay 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7401481
- Firm CRD
- 148107