Ross E. Mortensen

GDS WEALTH MANAGEMENT

Flower Mound, TX 75022

Some features on this profile are disabled

CRD#: 6898652

Professional summary

Ross Edward Mortensen is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ross has worked at 4 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Edward Mortensen's CRS (Customer Relationship Summary).

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

September 29, 2023 - Present

GDS WEALTH MANAGEMENT

Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022

RIA

CRD#: 315934

Flower Mound, TX

Past

October 10, 2022 - September 14, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

Plano, TX

Past

August 8, 2018 - October 7, 2022

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Addison, TX

Past

July 19, 2018 - October 7, 2022

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

Addison, TX

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".

GDS WEALTH MANAGEMENT

GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA

Registered Investment Advisory firm - (9/27/2021 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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/29/2023)

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 66

Date: 8/7/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/2018

General Securities Representative Examination

Current Firm

GDS WEALTH MANAGEMENT

GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2910 Lakeside Village Blvd, Flower Mound, TX 75022

Mailing Address

Phone number

(469) 212-8072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (5/5/2025)

Regulatory assets under management

Total Number of Accounts	3,420
AUM (Assets Under Management)	$ 1,281,897,626

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ross E. Mortensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Edward Mortensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

GDS WEALTH MANAGEMENT

FISHER INVESTMENTS

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

GDS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2018

Current Firm

GDS WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GDS WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors