linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin John Ott

Kingsview Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin John Ott

Benjamin Ott is an Investment Advisor Representative associated with Kingsview Wealth Management, LLC. Benjamin has been in the industry since 2010, providing financial advice and guidance to individuals, families, and businesses. Benjamin is dedicated to helping clients achieve their financial goals, and his expertise includes financial planning, portfolio management, and other advisory services. Benjamin is registered to provide investment advice in New Jersey. Benjamin holds a Series 66, Series 7, and SIE licenses.

Firm Information

Benjamin Ott is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Ott’s Registration & Firm History

NJ

03/06/2017 - Present

Kingsview Wealth Management, LLC (Hammonton NJ)

NJ

05/21/2010 - 01/06/2017

EDWARD JONES (HAMMONTON NJ)

Not sure if Benjamin John Ott is right for you?

Licenses & Designations

BOTH

Issued 06/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin John Ott.
Not sure if Benjamin John Ott is right for you?