FORTNER FINANCIAL SERVICES, INC.
CRD #107841 SEC #801-68113 KANSAS CITY, MO 816-474-4102
SEC Registered
Total AUM
$36.8M
Discretionary
$36.8M
Employees
5
Clients
26
Accounts
80
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORTNER, ROY, MARSHALL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| FORTNER, ROY, MARSHALL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 23, 2009 REGISTERED
Notice Filings (3)
KS MO TX
Address
2405 GRAND, SUITE 530KANSAS CITY, MO 64108
United States
Phone: 816-474-4102