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Michael Reed Mortenson

Keystone Private Wealth

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About Michael Reed Mortenson

Michael Mortenson is a financial advisor at Keystone Private Wealth in Palm Desert, California. Michael has been in the financial services industry since 2012 and is registered with the state of California as an Investment Advisor Representative (IAR). Michael holds the Series 7 and Series 66 securities licenses. Michael has previously worked at M. S. Howells & Co., Purshe Kaplan Sterling Investments and World Equity Group. Michael is a Certified Financial Planner. Michael has a diverse background, including experience in insurance and HOA software. Michael's experience and expertise in financial planning and investment management can help individuals and businesses achieve their financial goals.

Firm Information

Michael Mortenson is currently registered with Keystone Private Wealth. Keystone Private Wealth is an investment advisory firm located in Palm Desert, CA. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Their team of licensed agents and investment advisor representatives manages over $692 million in assets for their clients.
Keystone Private Wealth

73575 EL PASEO

PALM DESERT, CA 92260

$692.12M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mortenson’s Registration & Firm History

CA

09/02/2021 - Present

Keystone Private Wealth (PALM DESERT CA)

CA

03/25/2021 - 09/07/2021

M. S. HOWELLS & CO. (PALM DESERT CA)

CA

05/01/2018 - 03/01/2021

PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)

CA

07/05/2012 - 05/15/2018

WORLD EQUITY GROUP, INC. (PALM DESERT CA)

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Licenses & Designations

BOTH

Issued 09/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Reed Mortenson.
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