AF
Anthony W. Fortino
OVERLAND PARK, KS 66210
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CRD#: 7383055
AF
Anthony William Fortino
Professional summary
Anthony William Fortino was a registered financial advisor .
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anthony had worked at 2 firms and has passed the Series 65, Series 79TO and SIE exams.
At a Glance
Always Fiduciary
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.
Midtown Quartet, not investment related, 1 Xavier Acres, Highland Mills, NY 10930, Barbershop/Vocal Quartet, 1 of four singers in the quartet - 25% owner, started 3/1/2018, 5 hours/month, 0 hours during trading hours, Midtown is a barbershop quartet that does shows around the U.S. The quartet also competes in singing competitions and releases albums and merchandise. Fortino Accounting Services, not investment related, 5051 Indian Creek Pkwy Apt 312, Overland Park, KS 66207, Individual Tax Return Preparation, Sole Owner, started 11/1/2017, 6 hours a month, 0 hours during trading hours, Prepare and file individual tax returns for friends during tax season (Jan - April) on the weekends. The business is set up as a sole proprietorship.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
September 22, 2026 - Present
Office #1: 9311 W 113th Street, Overland Park, KS 66210
OVERLAND PARK, KS
Past
September 15, 2021 - April 8, 2022
COUNTRY CLUB FINANCIAL SERVICES, LLC
BD
CRD#: 29807
Mission Woods, KS
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
Kansas(9/22/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 79TO
Passed: 9/15/2021
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
