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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fortmeyer is a financial advisor with over 38 years of experience in the industry. David is currently registered with Wells Fargo Advisors Financial Network, LLC and has been associated with Wells Fargo Advisors since 2009. David has a strong background in financial planning, portfolio management, and investment consulting services. He is committed to helping clients achieve their financial goals. David is also registered with the following states: Alabama, Arizona, Arkansas, Florida, Indiana, Maine, Massachusetts, Michigan, Ohio, Texas, Virginia, and Wisconsin. David is dedicated to providing personalized financial advice and guidance to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
07/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Wayne IN)
IN
01/01/2008 - 07/06/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
05/23/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WAYNE IN)
IA
Issued 10/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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