MF
Michael L. Fortner
SECURE ASSET MANAGEMENT, L.L.C.
Spring, TX
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CRD#: 4187792
MF
Professional summary
Michael Lynn Fortner, CFP®, who also goes by Mike Fortner, is a registered financial advisor currently at SECURE ASSET MANAGEMENT, L.L.C. located in Spring, Texas and AURORA SECURITIES located in Spring, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Fortner
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.
Aurora Securities Inc. - Investment Related - Registered Rep; Start Date March 2025; Secure Asset Management - Investment Related - Investment Advisor Rep Start Date; March 2025; Secure Investors Group - Investment Related - Fixed Insurance; March 2025 Start Date. Each of these activities are conducted in Spring, TX 77839. Michael Fortner Wealth Services - DBA; Owner, Start Date August 2003; Approx. 10 hours Hours/Month during trading hours. Insurmark - 1538 Prestwick Lane, Dunwoody GA 30338 -Fixed Annuity Sales & Fixed Indexed Annuity Sales; Trustee/Executor - Non-Investment Related - 1538 Prestwick Lane, Dunwoody GA 30338 - Trust Related Services -Trustee of Estate While Living & Executor Of Estate Upon Death - 5 Hours Monthly, 1 During Trading Hours - Start 04/2021.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lynn Fortner'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®
Experience
Current
March 28, 2025 - Present
SECURE ASSET MANAGEMENT, L.L.C.
RIA
CRD#: 144046
Spring, TX
Current
March 28, 2025 - Present
AURORA SECURITIES
BD
CRD#: 46147
Spring, TX
Past
July 13, 2012 - March 27, 2025
SCF INVESTMENT ADVISORS, INC.
RIA
CRD#: 123608
Houston, TX
Past
July 13, 2012 - March 27, 2025
SCF SECURITIES, INC.
BD
CRD#: 47275
Spring, TX
Past
May 3, 2011 - July 13, 2012
BROKERSXPRESS LLC
RIA
CRD#: 127081
DALTON, GA
Past
May 3, 2011 - July 13, 2012
BROKERSXPRESS LLC
BD
CRD#: 127081
DALTON, GA
Past
February 4, 2004 - May 13, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALTON, GA
Past
August 18, 2003 - May 13, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
DALTON, GA
Past
July 11, 2000 - August 19, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(4/3/2025)
RR
South Carolina(4/3/2025)
IAR
South Carolina(4/3/2025)
RR
Tennessee(3/28/2025)
RR
Texas(3/28/2025)
IAR
Texas(3/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2565 West Maple Rd, Troy, MI 48084
Mailing Address
Phone number
(248) 414-1562
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,714 |
| AUM (Assets Under Management) | $ 890,034,531 |
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.
