Michael Reed Mortenson
Investment adviser representative at Hoainvest LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Hoainvest, LLCJul 2026 to now
- Keystone Wealth Services, LLC dba Keystone Private WealthSep 2021 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2021 to Dec 2025
- M.S. Howells & CoMar 2021 to Sep 2021
- Cypress Wealth Serivces, LLCMay 2018 to Sep 2021
- Purshe Kaplan Sterling InvestmentsMay 2018 to Mar 2021
- World Equity GroupMay 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hoainvest LLC
$0Assets managed
0Clients
10Advisers
Under 1 yearIn 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
- 6064013
- Firm CRD
- 343069