MK
Michael G. Koch
FORTIS GROUP ADVISORS LLC
Skillman, NJ 08558
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CRD#: 4431828
MK
Professional summary
Michael George Koch is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Skillman, New Jersey and LPL FINANCIAL LLC located in Skillman, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 5 firms and has passed the Series 66, 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.
1. 02/14/2018 - MARTIN FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 08/12/09 - 1 Hours Per Month.
2. 02/14/2018 - MGK WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/03/08 - 160 Hours Per Month/100 During Securities Trading.
3. 4/11/2018 - Fortis Group Advisors - DBA: (HYBRID) MGK Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 1 Hour Per Month - I provide investment advisory services through Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Michael George Koch'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®
NoneExperience
Current
February 21, 2018 - Present
FORTIS GROUP ADVISORS LLC
Office #1: 144 Wild Azalea Lane, Skillman, NJ 08558RIA
CRD#: 290427
Skillman, NJ
Current
February 14, 2018 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
SKILLMAN, NJ
Past
February 14, 2018 - January 23, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
March 10, 2008 - February 20, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
SKILLMAN, NJ
Past
March 10, 2008 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
SKILLMAN, NJ
Past
January 3, 2005 - March 20, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FREEHOLD, NJ
Past
July 1, 2002 - March 20, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FREEHOLD, NJ
Past
October 2, 2001 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
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".
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
Registered Investment Advisory firm - (1/2/2018 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.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
California(10/22/2024)
RR
Colorado(6/24/2024)
RR
Delaware(2/14/2018)
RR
Florida(2/14/2018)
RR
Georgia(4/11/2022)
RR
Hawaii(2/14/2018)
RR
Louisiana(10/27/2020)
RR
Maryland(2/14/2018)
RR
Massachusetts(2/14/2018)
RR
Minnesota(2/14/2018)
RR
Nevada(2/14/2018)
RR
New Jersey(2/14/2018)
IAR
New Jersey(2/21/2018)
RR
New Mexico(2/14/2018)
RR
New York(2/14/2018)
RR
North Carolina(2/14/2018)
RR
Ohio(10/27/2020)
RR
Pennsylvania(2/14/2018)
RR
Texas(2/14/2018)
IAR
Texas(10/14/2024)
RR
Virginia(2/14/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
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Contact information
Main Address
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Mailing Address
Phone number
(201) 383-0630
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,733 |
| AUM (Assets Under Management) | $ 799,559,515 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORTIS GROUP ADVISORS LLC
CRD#: 290427Skillman, NJ 08558TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
