Donald Fortney (CRD# 1642827) is an Investment Advisor Representative working at Money Concepts Advisory Service in Grafton, WI and has over 36 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital | Palm Beach Gardens, FL | Jan 2006 - Current | 18 |
| Insurance Systems,inc | Shorewood, WI | Mar 1983 - Current | 41 |
| Insurnace Systems Inc. | Milwaukee, WI | Dec 1982 - Current | 41 |
| Don Fortney & Associates | Shorewood, WI | Aug 1972 - Current | 51 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
- WI
-
Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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