MF
CFP
MF
CFP
Michael Fortner is a CFP-designated registered investment advisor, based in Spring, TX, with 25 years of industry experience.
Location
Spring, TX
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Regulatory History (1)
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Customer Dispute
March 2014Award / Judgment
Other Business ActivitiesSells Insurance
Michael is a registered representative with Aurora Securities Inc. and an investment advisor representative with Secure Asset Management since March 2025. He also owns Michael Fortner Wealth Services and sells fixed and fixed indexed annuities through Insurmark, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Aurora Securities
March 2025 - Present · 1 yr 2 mos
Secure Asset Management, L.L.C.
March 2025 - Present · 1 yr 2 mos
Aurora SecuritiesBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Scf Investment Advisors, INC.
July 2012 - March 2025 · 12 yrs 8 mos
Scf Securities, INC.Broker
July 2012 - March 2025 · 12 yrs 8 mos
Brokersxpress LLCBroker
May 2011 - July 2012 · 1 yr 2 mos
Brokersxpress LLC
May 2011 - July 2012 · 1 yr 2 mos
LPL Financial LLC
February 2004 - May 2011 · 7 yrs 3 mos
LPL Financial LLCBroker
August 2003 - May 2011 · 7 yrs 9 mos
Edward JonesBroker
July 2000 - August 2003 · 3 yrs 1 mo
State Registrations4 states
GASCTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.