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DONALD EUGENE FORTNEY
DON FORTNEY, DONALD E FORTNEY
CRD#: 1642827
IA
B
MONEY CONCEPTS ADVISORY SERVICECRD#: 12963 1230 Cheyenne Ave
Suite 115
Grafton, WI 53024
Suite 115
Grafton, WI 53024
0
Disclosures
37
Years of Experience
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State Registrations
B
Arizona 1/3/2006
B
Kentucky 4/6/2022
B
California 1/3/2006
B
Minnesota 1/3/2006
B
Colorado 1/3/2006
B
Missouri 1/3/2006
B
Florida 1/3/2006
B
Ohio 1/3/2006
B
Georgia 1/3/2006
B
Wisconsin 1/3/2006
B
Illinois 1/3/2006
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Wisconsin 2/11/2010
SRO Registrations
B
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Registered with this firm since 2/11/2010
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Registered with this firm since 1/3/2006
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 06/05/2003 - 12/31/2005 | COLORADO SPRINGS, CO | |
B | 04/30/1996 - 09/12/2005 | TOPEKA, KS | |
B | 09/15/1998 - 07/01/2003 | APPLETON, WI | |
B | 02/01/1991 - 09/24/1998 | GREENWOOD VILLAGE, CO | |
B | 08/20/1993 - 12/31/1994 | OAKDALE, MN | |
B | 09/11/1989 - 12/31/1990 | BOSTON, MA | |
B | 05/19/1987 - 12/31/1988 |
COLORADO SPRINGS, CO
06/05/2003 - 12/31/2005
GREENWOOD VILLAGE, CO
02/01/1991 - 09/24/1998
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.