Buff Dormeier
Financial advisor at Kingsview Wealth Management, LLC
Last updated 2026-10-10
Claim your profileBuff Dormeier is a financial advisor at Kingsview Wealth Management, LLC, CRD 2337819. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2001-07-02.
Registration
- CRD number
- 2337819
- Registration status
- Active
- IAPD registration
- 2001-07-02
- Industry Experience
- 25 years
- Work Experience
- 17 years
- States registered
- IN
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2016-11 · Wells Fargo Advisors LLC · Fort Wayne, IN
- 2016-11 to 2019-12 · Wells Fargo Clearing Services, LLC · Fort Wayne, IN
- 2019-12 to Present · Kingsview Wealth Management LLC · Fort Wayne, IN
- 2019-12 to Present · Kingsview Partners LLC · Grants Pass, OR
Current employment
- Kingsview Wealth Management, LLC · Grants Pass, OR
Kingsview Wealth Management, LLC
- Regulatory AUM
- $8,957,122,931
- Registered advisors
- 115
- Offices
- 82
- Clients per advisor
- 107.0 (Moderate)
- Average AUM per client
- $727.7K (Low)
- High-net-worth client ratio
- 17.9% (Moderate)
Kingsview Wealth Management, LLC: advisors, services and reported ETF investments
About
Buff Dormeier is a financial advisor at Kingsview Wealth Management, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 17 years of reported work history.
Kingsview Wealth Management, LLC's firm-level Form ADV reports 115 advisors across 82 offices; approximately 107.0 clients per advisor, average assets per client of $727,689, and regulatory AUM of $9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $4.2B across 618 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Buff Dormeier personally.
Reported ETF positions
Kingsview Wealth Management reports 618 ETF positions worth $4.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| MPRO — Monarch ProCap Index ETF | $242M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $191.4M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $173.6M |
| VOO — Vanguard S&P 500 ETF | $107.5M |
| MVFD — Monarch Volume Factor Dividend Tree Index ETF | $107.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kingsview Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $24.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $22.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | MGOV — First Trust Intermediate Government Opportunities ETF | $8.6M | Top 99.6% | Residual alpha +0.73% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $6.6M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kingsview Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Accountant or Accounting Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 312-870-6701
- Website: kingsview.com
- Youtube
Official record
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