Joseph P. Michalski

FORTIFIED WEALTH STRATEGIES

NORTHGLENN, CO 80234

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CRD#: 3132872

Professional summary

Joseph Peter Michalski is a registered financial advisor currently at FORTIFIED WEALTH STRATEGIES, INC. located in Northglenn, Colorado.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Joseph has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

Adjunct Professorship; Adjunct Professor; University of Colorado; Investment related: No; 995 Regent Dr boulder co 80309; Duties: Teaching one course at the business school next semester; 2023-17-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2; Expert Witness; Investment related: No; 10899 Irving Court Westminster CO 80031 United States; A law firm retained me to review a life insurance transaction for a client of theirs.; Duties: Review all documents relating to the client's life insurance transaction. Offer observations and advice on the transaction.; 2022-11-28; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Peter Michalski's 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

October 23, 2020 - Present

FORTIFIED WEALTH STRATEGIES, INC.

Office #1: 10465 Melody Drive Suite 202, Northglenn, CO 80234

RIA

CRD#: 298569

NORTHGLENN, CO

Past

March 1, 2019 - May 7, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Broomfield, CO

Past

April 20, 2016 - March 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

DENVER, CO

Past

January 3, 2003 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DENVER, CO

Past

January 3, 2003 - March 1, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DENVER, CO

Past

August 14, 2002 - January 21, 2003

CETERA ADVISORS LLC

RIA

CRD#: 10299

BOULDER, CO

Past

October 26, 2000 - January 21, 2003

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

December 15, 1998 - October 31, 2000

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

Colorado
(10/23/2020)

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: 5/24/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/1998

General Securities Representative Examination

Current Firm

FORTIFIED WEALTH STRATEGIES, INC.

FORTIFIED WEALTH STRATEGIES, INC | MICHALSKI FINANCIAL MANAGEMENT INC | FORTIFIED WEALTH STRATEGIES, INC.

CRD#: 298569 / SEC#:

Colorado

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

10465 Melody Drive Suite 202, Northglenn, CO 80234

Mailing Address

Phone number

(720) 583-5056

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 42,500,000

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

Joseph P. Michalski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Peter Michalski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2000

Series 63

Date: 12/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 11/23/1998

Current Firm

FORTIFIED WEALTH STRATEGIES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTIFIED WEALTH STRATEGIES, INC.

TRUST BUT VERIFY

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