Buff Dormeier

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About Buff Dormeier

I help a select group of affluent and institutional clients grow and preserve wealth. I believe risk management is often the path less taken but the steady course leading towards successful long-term financial outcomes. This goals-based investing approach is accomplished through combining comprehensive wealth management with proprietary state of the art analysis. As a private portfolio manager, I create customized portfolio strategies tailored to the individualized needs of my client. Implementing a goals-based approach to financial planning, Kingsview Fort Wayne has the expertise and experience to solve even the most complex endeavors of wealth management. Lead by Buff Dormeier Kingsview Wealth Management's Chief Technical Analyst and Portfolio Manager, Buff has been recognized as a Best in State Wealth Advisor by Forbes Magazine*. Fort Wayne's Kingsview team provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. Their mission is to guide clients in building and protecting wealth, providing an income plan for life and a legacy for beyond. Dormeier Wealth Management's minimum relationship for potential new clients begins at $500,000 and including extensive interviews. RFPs welcomed. https://www.kingsview.com/office/fort-wayne-office/

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

20-49

CRD#

2337819

Firm CRD#

148107

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Honors & awards Best Specialist Product Research Best Specialist Product Research Issued by The Technical Analyst · May 2022 Issued by The Technical Analyst · May 2022

Finalist Technical Analyst of the Year The Technical Analyst · May 2021

Technical Analysis Book of the Year Issued by Technical Analysis Magazine · Apr 2013

Trader Planet's Book Resource of the Year Issued by Trader Planet On-Line Magazine · Feb 2012

Charles H Dow Award Crowned by Market Technician's Association / CMT Association April 2007

Kingsview Partners Chief Technical Analyst (CTA) Kingsview Partners Dec 2019 - Present 2 years 11 months

Wells Fargo Advisors Managing Director - Investments, Senior PIM Portfolio Manager Wells Fargo Advisors Jun 2006 - Dec 2019 13 years 7 months

Fort Wayne, Indiana Area, United States Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

TP Donovan Investments Technical Analyst / Portfolio Manager TP Donovan Investments Jan 1999 - Apr 2001 2 years 4 months Indianapolis, Indiana Area, United States Lead portfolio manager, conducted research and risk and market analysis for family office.

Charles Schwab 01/1996- 01/2000 Founder Schwab Technical Analysis Team

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CMT^®

Securities Licenses

Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$300,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Negotiated

Hourly Rate

Fee Only

Education

BS - Business / Urban Regional Planning

Indiana State Univesity
09/01/1988 -05/01/1992

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.kingsview.com/wp-content/uploads/2024/01/20231222-ADV-Part-2A.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889607/paladinregistry-Kingsview-Partners-detailed-disclosure.html

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Paladin Research Report For:

Kingsview Partners