Joseph Michalski (CRD# 3132872) is an Investment Advisor Representative working at Fortified Wealth Strategies, Inc. in Broomfield, CO and has over 25 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortified Wealth Strategies, Inc. | Broomfield, CO | Oct 2020 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2019 - Apr 2021 | 2 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Mar 2019 | 2 |
| Nfp Securities Inc. | Boulder, CO | Jan 2003 - Apr 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- CO
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$1,581,818
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO
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