John V. Fortuna

WELLTH ADVISORY SERVICES

Northville, MI 48168

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CRD#: 2144993

Professional summary

John Vincent Fortuna is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Northville, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vincent Fortuna's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 18600 Northville Road Suite 275, Northville, MI 48168

RIA

CRD#: 330537

Northville, MI

Past

April 24, 2024 - July 4, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Northville, MI

Past

October 3, 2013 - December 18, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

Bloomfield Hills, MI

Past

October 3, 2013 - November 3, 2023

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

March 12, 2012 - September 20, 2013

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

JERSEY CITY, NJ

Past

February 26, 2010 - December 31, 2011

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

TROY, MI

Past

May 7, 2008 - February 4, 2010

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

TROY, MI

Past

July 23, 2007 - December 31, 2011

STANCORP EQUITIES, INC.

CRD#: 19517

TROY, MI

Past

June 19, 1998 - July 15, 2005

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

July 18, 1991 - June 11, 1998

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(6/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/24/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/11/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/14/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John V. Fortuna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vincent Fortuna's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL PARTNERS, LLC

EQUITABLE DISTRIBUTORS, LLC

STANCORP INVESTMENT ADVISERS, INC.

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

PAN-AMERICAN FINANCIAL ADVISERS

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2024

Series 63

Date: 5/11/1995

SIE

Date: 10/1/2018

Series 6

Date: 6/14/1991

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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