Fortified Wealth Strategies, Inc.

Fortified Wealth Strategies, Inc. (CRD# 298569) is a financial advisory firm headquartered in Broomfield, CO. They manage $34,800,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
80 Garden Center, Suite 114, Broomfield, CO 80020
https://www.linkedin.com/in/joe-michalski-183a8211/
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $1,581,818
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Fortified Wealth Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Michalski, financial advisor Broomfield CO
Joseph P. Michalski
CRD#: 3132872
80 Garden Center, Suite 114, Broomfield, CO 80020

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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