Michael Fortner has been an investment adviser representative at Secure Asset Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Michael Fortner’s longest registration was 12 years at SCF Investment Advisors, Inc. (2012–2025). Before joining Secure Asset Management in 2025, Michael Fortner was registered through SCF Investment Advisors, Inc. and Brokersxpress LLC.
- – present · 1 yearSpring, TX · Adviser representative · Firm CRD 144046
- SCF Investment Advisors, Inc.– · 12 yearsHouston, TX · Adviser representative · Firm CRD 123608
- Brokersxpress LLC– · 1 yearDalton, GA · Adviser representative · Firm CRD 127081
- LPL Financial LLC– · 7 yearsDalton, GA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Michael Fortner is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is South Carolina, in April 2025.
- South CarolinaSince 3 April 2025
- TexasSince 28 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 8 July 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 January 2004 |
| Series 24 | General Securities Principal Examination | 6 November 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 2000 |
| Series 7 | General Securities Representative Examination | 10 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Lynn Fortner
- CRD
- 4187792
- Firm
- Secure Asset Management · CRD 144046
- Office
- Spring, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Fortner work?
Michael Fortner is an investment adviser representative registered through Secure Asset Management, L.L.C. since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Fortner a financial advisor?
Yes. Michael Fortner has a current investment-adviser registration in South Carolina and Texas, through Secure Asset Management since March 2025.
How many years of experience does Michael Fortner have?
Michael Fortner has 26 years in the financial industry, since July 2000, across 4 adviser firms.
What exams has Michael Fortner passed?
Michael Fortner has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 65 and Series 31. The earliest, the Series 7, was passed in July 2000. FINRA credited Michael Fortner with the SIE, which began in October 2018.
Where did Michael Fortner work before Secure Asset Management?
Before Secure Asset Management, Michael Fortner was registered through SCF Investment Advisors, Inc., July 2012 to March 2025; Brokersxpress LLC, May 2011 to July 2012; LPL Financial LLC, February 2004 to May 2011.
Where is Michael Fortner based?
Michael Fortner’s registered office is in Spring, TX.
Is Michael Fortner registered with FINRA?
Yes. Michael Fortner has a current broker registration, under CRD 4187792.
Source: FINRA BrokerCheck
How can I verify Michael Fortner’s record?
Search CRD 4187792 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Fortner’s full registration record.