Gregg
Fortune
Osaic Wealth, Inc
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About this Advisor
Gregg Fortune is a financial advisor based in West Bloomfield, Michigan, working with Osaic Wealth, Inc. Gregg has previously held positions at Securities America, Inc, The Professional Advisor Group, LLC, Securities America Advisors, Inc, Arbor Point Advisors, Osaic Wealth, Inc, and Cedar Brook Financial Partners, LLC. Gregg has passed the Series 63 regulatory exam and is registered to provide services in Florida, Michigan, and Texas. Currently, Gregg is part of Osaic Wealth, Inc, which operates out of West Bloomfield, Michigan. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregg Fortune Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Arbor Point Advisors
Securities America Advisors, Inc
Securities America, Inc
The Professional Advisor Group, LLC
Cedar Brook Financial Partners, LLC
Disclosures
Please visit the SEC profile of Gregg Fortune to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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