Kari Timonen
Investment adviser representative at Fortis Capital Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Fortis Capital Advisors, LLCJun 2021 to now
- Massmutual Life Insurance CompanyJan 2019 to Jun 2021
- MML Investors Services, LLCJan 2019 to Jun 2021
- Pgli InsuranceApr 2018 to Nov 2018
- Nylife Securities LLCJun 2013 to Jan 2019
- New York LifeMar 2013 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Fortis Capital Advisors, LLC
$1.6BAssets managed
2,171Clients
70Advisers
6 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
- 6172895
- Firm CRD
- 309709