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Sally Kathleen Oradei

Kingsview Wealth Management, LLC

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About Sally Kathleen Oradei

Sally Kathleen Oradei is an Investment Advisor Representative at Kingsview Wealth Management, LLC. Sally has been in the industry since 1993, previously working for Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Sally has a strong background in financial planning and portfolio management and has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Sally Oradei 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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Sally Oradei’s Registration & Firm History

MN

09/08/2023 - Present

Kingsview Wealth Management, LLC (Roseville MN)

MN

01/03/2011 - 09/15/2023

WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)

CA

12/13/2000 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

12/15/2000 - 12/31/2003

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

MN

06/04/1993 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sally Kathleen Oradei.
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