Edward A. Bails
Professional summary
Edward Anthony Bails, CFP®, who also goes by Tony Bails, is a registered financial advisor currently at FORTIFIED WEALTH located in Elkhart, Indiana.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Edward has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Anthony Bails's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
August 8, 2024 - Present
FORTIFIED WEALTH
Office #1: 3110 Windsor Court Suite B, Elkhart, IN 46514October 6, 2021 - September 6, 2024
ENLIGHTENED FINANCE LLC
September 19, 2019 - November 16, 2021
AE WEALTH MANAGEMENT, LLC
June 30, 2016 - September 30, 2019
ARBOR POINT ADVISORS
June 30, 2016 - September 30, 2019
SECURITIES AMERICA, INC.
January 30, 2015 - June 30, 2016
PRIVATE ADVISOR GROUP, LLC
March 10, 2014 - February 21, 2015
U.S. FINANCIAL ADVISORS
February 21, 2014 - July 14, 2016
LPL FINANCIAL LLC
May 21, 2009 - February 24, 2014
COMMONWEALTH FINANCIAL NETWORK
May 21, 2009 - February 24, 2014
COMMONWEALTH FINANCIAL NETWORK
April 3, 2006 - June 8, 2009
INVEST FINANCIAL CORPORATION
April 3, 2006 - June 8, 2009
INVEST FINANCIAL CORPORATION
October 31, 2005 - April 7, 2006
OSAIC SERVICES, INC.
October 31, 2005 - April 7, 2006
OSAIC SERVICES, INC.
January 7, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
December 11, 2002 - October 31, 2005
SUNAMERICA SECURITIES, INC.
July 17, 2002 - January 2, 2003
CUNA BROKERAGE SERVICES, INC.
March 22, 2002 - January 2, 2003
CUNA BROKERAGE SERVICES, INC.
January 26, 2001 - March 6, 2002
SENTRA SECURITIES CORPORATION
March 22, 2000 - February 2, 2001
SECURITIES AMERICA, INC.
June 9, 1997 - March 23, 2000
MUTUAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/8/2024)
(9/5/2024)
(8/8/2024)
Exams
Current Firm
FORTIFIED WEALTH
CRD#: 332137 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 91 |
| AUM (Assets Under Management) | $ 15,158,000 |
Red Flags
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Company Information
FORTIFIED WEALTH
CRD#: 332137Elkhart, IN 46514TRUST BUT VERIFY
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