Wells Fargo adviser jumps to Kingsview

Peter Hiltz will open the first Cincinnati office for the Oregon-based RIA

Dec 5, 2017 @ 12:33 pm

By InvestmentNews

Peter Hiltz, who managed $160 million in assets at Wells Fargo Advisors in Cincinnati, has joined Kingsview Asset Management and will open the firm's first office there.

Kingsview is a registered investment adviser headquartered in Grants Pass, Ore., with offices in Chicago, Plantation, Fla., and Westport, Conn.

The firm has 28 advisers, according to its website, and $376 million in assets under management, according to its latest SEC Form ADV.

Kingsview's services include financial planning, investment management, retirement plans and banking.

Mr. Hiltz began his securities career in 2009 at Park Avenue Securities and joined Wells Fargo in 2010.

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