Michael Koch has held the title Member at Fortis Group Advisors since October 2017, is a control person of the firm and directly owns between 10% and 25% of it. Michael Koch studied at Rutgers University School of Business.
Fortis Group Advisors LLC is a Westwood, NJ firm with $822M under management, 2,604 clients and 24 advisers across 8 offices, as of its March 2026 filing.
Michael G. Koch is the principal of MGK Wealth Management, which specializes in retirement and generational wealth planning. He has been in the financial services industry for well over a decade and worked at Unilever, Ernst & Young, Johnson & Johnson and Accenture before opening his own wealth management firm.
Michael Koch’s longest registration was 9 years at Invest Financial Corporation (2008–2018). Before joining Fortis Group Advisors in 2018, Michael Koch was registered through LPL Financial LLC and Invest Financial Corporation.
- Fortis Group Advisors LLCCurrent– present · 8 yearsSkillman, NJ · Adviser representative · Firm CRD 290427
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 9 yearsSkillman, NJ · Adviser representative · Firm CRD 12984
- Thrivent Investment Management Inc.– · 3 yearsFreehold, NJ · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Michael Koch is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2018; the most recent is Texas, in October 2024.
- New JerseySince 21 February 2018
- TexasResidentSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 December 2004 |
| Series 7 | General Securities Representative Examination | 1 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael George Koch
- CRD
- 4431828
- Firm
- Fortis Group Advisors · CRD 290427
- Role
- Member
- Office
- 144 Wild Azalea Lane, Skillman, NJ 08558
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mgkwealth.com
Where does Michael Koch work?
Michael Koch has held the title Member at Fortis Group Advisors LLC since October 2017, and is a control person of the firm.
Is Michael Koch a financial advisor?
Yes. Michael Koch has a current investment-adviser registration in New Jersey and Texas, through Fortis Group Advisors since February 2018.
How many years of experience does Michael Koch have?
Michael Koch has 25 years in the financial industry, since October 2001, across 4 adviser firms.
What exams has Michael Koch passed?
Michael Koch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2001. FINRA credited Michael Koch with the SIE, which began in October 2018.
Where did Michael Koch work before Fortis Group Advisors?
Before Fortis Group Advisors, Michael Koch was registered through Invest Financial Corporation, March 2008 to February 2018; Thrivent Investment Management Inc., January 2005 to March 2008.
Where is Michael Koch based?
Michael Koch’s registered office is in Skillman, NJ.
Is Michael Koch registered with FINRA?
Yes. Michael Koch has a current broker registration, under CRD 4431828.
Source: FINRA BrokerCheck
How can I verify Michael Koch’s record?
Search CRD 4431828 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Koch’s full registration record.
