MF
MF

Micah Fretz

9 Years of Experience
Philadelphia, PA
BrokerSells Insurance

Micah Fretz is a registered investment advisor, based in Philadelphia, PA, with 9 years of industry experience. Micah is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Philadelphia, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Micah is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since February 2024. He spends about half his time soliciting individual life insurance and fixed annuity products to consumers.

Employment History
Current Registrations
Sammons Financial Network, LLCBroker
November 2025 - Present · 11 mos
Sammons Financial Network, LLC
November 2025 - Present · 11 mos
Beacon Capital Management, INC.
November 2025 - Present · 11 mos
Previous Registrations
Forthright Capital Advisory
September 2024 - October 2025 · 1 yr 1 mo
Lincoln Financial Distributors, INC.Broker
March 2014 - January 2022 · 7 yrs 10 mos
State Registrations1 state
PA
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.
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