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Peter Schott Hiltz

Kingsview Wealth Management, LLC

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About Peter Schott Hiltz

Peter Schott Hiltz is a financial advisor with over 7 years of experience in the industry. Peter is currently registered with Kingsview Wealth Management, LLC and is licensed in Ohio. Peter has a strong track record of providing financial advice to individuals, businesses, and institutions. Peter is also a Series 7 and Series 66 licensed representative.

Firm Information

Peter Hiltz 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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Peter Hiltz’s Registration & Firm History

OR

11/29/2017 - Present

Kingsview Wealth Management, LLC (GRANTS PASS OR)

OH

01/25/2010 - 11/29/2017

WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)

OH

03/13/2009 - 06/30/2009

PARK AVENUE SECURITIES LLC (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 03/08/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Peter Schott Hiltz. Review regulatory record here.
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