Michael Mortenson has been an investment adviser representative at Keystone Wealth Services since September 2021, and is not listed among the firm’s executive officers or direct owners. Michael Mortenson holds a BA in Business and Economics with a minor in Psychology from Westmont College.
Keystone Wealth Services, LLC is a Palm Desert, CA firm with $861M under management, 635 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Michael Mortenson is Executive VP & Senior Financial Advisor of Keystone Private Wealth. He gives clients financial advice and guidance throughout their financial lives. He focuses on research, marketing and creating financial plans customized to each client.
Michael Mortenson’s longest registration was 5 years at World Equity Group, Inc. (2012–2018). Before joining Keystone Wealth Services in 2021, Michael Mortenson was registered through Cypress Wealth Services, LLC and World Equity Group, Inc.
- Hoainvest LLCAlso current– present · under a yearPalm Desert, CA · Adviser representative · Firm CRD 343069
- Keystone Private WealthCurrent– present · 5 yearsPalm Desert, CA · Adviser representative · Firm CRD 301924
- Cypress Wealth Services, LLC– · 3 yearsPalm Desert, CA · Adviser representative · Firm CRD 288992
- World Equity Group, Inc.– · 5 yearsPalm Desert, CA · Adviser representative · Firm CRD 29087
Professional designations
Listed by Keystone Wealth Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Mortenson is registered as an investment adviser representative in California, since September 2021.
- CaliforniaSince 2 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 September 2012 |
| Series 7 | General Securities Representative Examination | 3 July 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Reed Mortenson
- CRD
- 6064013
- Firm
- Keystone Wealth Services · CRD 301924
- Office
- 73575 EL PASEO, SUITE 2300, Palm Desert, CA 92260
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keystoneprivatewealth.com
Where does Michael Mortenson work?
Michael Mortenson is an investment adviser representative registered through Keystone Wealth Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Mortenson a financial advisor?
Yes. Michael Mortenson has a current investment-adviser registration in California, through Keystone Wealth Services since September 2021.
How many years of experience does Michael Mortenson have?
Michael Mortenson has 14 years in the financial industry, since July 2012, across 4 adviser firms.
What exams has Michael Mortenson passed?
Michael Mortenson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2012. FINRA credited Michael Mortenson with the SIE, which began in October 2018.
Where did Michael Mortenson work before Keystone Wealth Services?
Before Keystone Wealth Services, Michael Mortenson was registered through Cypress Wealth Services, LLC, May 2018 to September 2021; World Equity Group, Inc., September 2012 to May 2018.
Where is Michael Mortenson based?
Michael Mortenson’s registered office is in Palm Desert, CA.
Is Michael Mortenson registered with FINRA?
No. Michael Mortenson has no current broker registration.
Is Michael Mortenson a CFP?
Keystone Wealth Services lists Michael Mortenson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Michael Mortenson, CFP® biography, keystoneprivatewealth.com
How can I verify Michael Mortenson’s record?
Search CRD 6064013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Mortenson’s full registration record.
