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Kolby Jeppson Madsen

Kingsview Wealth Management, LLC

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About Kolby Jeppson Madsen

Kolby Jeppson Madsen is a financial advisor with Kingsview Wealth Management, LLC, specializing in financial planning, portfolio management, and selection of other advisors. Kolby has been in the financial services industry since 2021 and holds the Series 7TO, Series 66 and SIE licenses. Kolby works with individuals, corporations, charitable organizations, investment companies and pooled investment vehicles. Kolby previously worked at Edward Jones and Fidelity Brokerage Services LLC.

Firm Information

Kolby Madsen 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Kolby Madsen’s Registration & Firm History

NC

02/20/2024 - Present

Kingsview Wealth Management, LLC (GREENSBORO NC)

NC

05/31/2022 - 02/21/2024

EDWARD JONES (GREENSBORO NC)

UT

09/13/2021 - 05/13/2022

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kolby Jeppson Madsen.
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