Ross Edward Mortensen
Investment adviser representative at Gds Wealth Management
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Gds Wealth ManagementSep 2023 to now
- Fisher InvestmentsSep 2022 to Sep 2023
- First Command Advisory Services, Inc.Aug 2018 to Sep 2022
- First Command Insurance Services, Inc.Aug 2018 to Sep 2022
- First Command Financial Planning, Inc.Jan 2018 to Sep 2022
- Falcon School District 49Jul 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gds Wealth Management
Legal name: One Way Holdings LLC
$1.8BAssets managed
1,082Clients
23Advisers
5 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
- 6898652
- Firm CRD
- 315934