Donald Eugene Fortney
Investment adviser representative at Money Concepts Advisory Service
54 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.1BFirm assets
Are you Donald Eugene Fortney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
54 years in the industry.
- Money Concepts Capital CorpJan 2006 to now
- Insurance Systems,incMar 1983 to now
- Insurnace Systems Inc.Dec 1982 to now
- Don Fortney & AssociatesAug 1972 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (WI).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1642827
- Firm CRD
- 12963