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Neil Ray Peplinski

Kingsview Wealth Management, LLC

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About Neil Ray Peplinski

Neil Peplinski is an Investment Advisor Representative with Kingsview Wealth Management, LLC. Neil has been a Registered Investment Advisor since 2003 and has specialized in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. Neil has worked in the financial industry for more than a decade, previously working at Cedar Capital Advisors, LLC and Good Harbor Financial, Inc. Neil is also a Registered Investment Advisor with Kingsview Partners LLC in Grants Pass, Oregon.

Firm Information

Neil Peplinski 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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Neil Peplinski’s Registration & Firm History

IL

10/01/2021 - Present

Kingsview Wealth Management, LLC (Chicago IL)

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Licenses & Designations

IA

Issued 05/30/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neil Ray Peplinski.
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