JF
Joel B. Fortney
KOIOS PRIVATE FAMILY OFFICES
DES MOINES, IA 50309
CRD#: 8150471
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JF
Joel B FortneyKOIOS PRIVATE FAMILY OFFICES
Professional summary
Joel B Fortney is a registered financial advisor currently at KOIOS PRIVATE FAMILY OFFICES, LLC located in Des Moines, Iowa.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joel has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joel B Fortney'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
September 12, 2025 - Present
KOIOS PRIVATE FAMILY OFFICES, LLC
Office #1: 415 Sw 8th Street, Des Moines, IA 50309RIA
CRD#: 338355
DES MOINES, IA
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
Iowa(9/12/2025)
Exams
Current Firm
KP
KOIOS PRIVATE FAMILY OFFICES, LLC
KOIOS PRIVATE FAMILY OFFICES, LLC
CRD#: 338355 / SEC#:
Iowa
Registered Investment Advisory firm - (9/12/2025 Approved)Loading...
Contact information
Main Address
415 Sw 8th Street, Des Moines, IA 50309
Mailing Address
Phone number
(515) 422-2911
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 1,458,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KOIOS PRIVATE FAMILY OFFICES, LLC
CRD#: 338355Des Moines, IA 50309TRUST BUT VERIFY
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