Michael Reed Mortenson
CFP®Professional Summary
Michael Reed Mortenson, CFP® is a registered financial advisor currently at KEYSTONE PRIVATE WEALTH located in Palm Desert, California and HOAINVEST LLC located in Palm Desert, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CYPRESS PRIVATE WEALTH | KEYSTONE WEALTH SERVICES, LLC | KEYSTONE PRIVATE WEALTH
Contact Information
Main Address
73575 El Paseo Suite 2300, Palm Desert, CA 92260Phone Number
(760) 818-7020# of Employees
11SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,542AUM (Assets Under Management)
$860,654,038Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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MODERA WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
CYPRESS PRIVATE WEALTH | KEYSTONE WEALTH SERVICES, LLC | KEYSTONE PRIVATE WEALTH
State Registrations and Notice Filings
(9/2/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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MODERA WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Reed Mortenson's CRS (Customer Relationship Summary).
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MODERA WEALTH MANAGEMENT, LLC