Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wynn? Claim Your ProfileWynn Christian Fortner is a financial advisor with LPL Financial LLC based in Omaha, Nebraska. Wynn has been in the financial industry for over 27 years. Wynn has worked with a variety of firms including Securities America, Inc., GWR Investments, Inc. and American Express Financial Advisors Inc. Wynn holds Series 7, 24, 63, SIE and 99TO licenses and is registered in several states. Wynn specializes in providing a range of financial services, including investment advisory services, financial planning, pension consulting, educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NE
08/01/2024 - Present
LPL Financial LLC (OMAHA NE)
NE
06/14/2024 - 08/06/2024
OSAIC WEALTH, INC. (OMAHA NE)
NE
03/05/2004 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
09/26/2000 - 03/04/2004
GWR INVESTMENTS, INC. (OMAHA NE)
MN
12/20/1996 - 10/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/1996 - 10/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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