Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Buff? Claim Your ProfileBuff Dormeier is a registered Investment Advisor Representative with Kingsview Wealth Management, LLC. Buff has been in the financial industry since 1993 and holds both Series 63 and Series 65 licenses. Buff has held previous positions at UBS Financial Services Inc., Wells Fargo Clearing Services, LLC and Charles Schwab & Co., Inc. Kingsview Wealth Management, LLC has a total of 80 licensed agents and 85 investment advisor representatives, and manages approximately $4,845,686,420 in client assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
12/13/2019 - Present
Kingsview Wealth Management, LLC (Fort Wayne IN)
IN
06/30/2006 - 12/18/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
04/26/2001 - 07/28/2006
UBS FINANCIAL SERVICES INC. (FT WAYNE IN)
TX
01/30/1996 - 01/25/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
07/14/1993 - 11/30/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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