Back to top
Overview
Description
Andrew Fortuna is a financial professional at Waddell & Reed, a broker-dealer with over 1,850 registered representatives nationwide. Andrew has held an industry securities registration for 9 years and is subject to SEC and FINRA oversight....Information
-
other namesN/A
-
Other FirmsN/A
-
doing business asN/A
-
typeSEC and FINRA Registered
Location
976 CURLEW DR, STE 324
Idaho Falls,
ID
83406
N/A
Services
Advisor Services
There is no Services data available to display at this time.
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
There is no client type data to display at this time.
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Rocks Springs City | 8 months, 2 weeks | Apr 2019 - Present |
| 21st Century Community Learning Center | 3 years, 8 months | Apr 2016 - Present |
| Ken Fortuna LLC | 4 years, 11 months | Jan 2015 - Present |
| Rotary of Rock Springs, Wy | 6 years, 4 months | Aug 2013 - Present |
| United Way of Southwest Wyoming | 7 years, 6 months | Jun 2012 - Present |
| Various Insurance Carriers for W&R Insurance Agencies | 9 years, 6 months | Jun 2010 - Present |
| Various Insurance Carriers for W&R Insurance Agencies | 9 years, 6 months | Jun 2010 - Present |
| Waddell & Reed Inc | 10 years | Dec 2009 - Present |
| Simons Petroleum | 2 years, 4 months | Aug 2009 - Dec 2011 |
| Moosely Hot Shot | 9 years, 6 months | Jun 2008 - Dec 2017 |
| Rental House | 7 years, 9 months | Oct 2006 - Jul 2014 |
Are You
Andrew Kenneth Fortuna?
Andrew Kenneth Fortuna?
- Claim your profile
for FREE - Update your
contact information - Highlight your specialties
and expertise
Designations & Memberships
Membership information not available
Articles and Answers
Insights by Andrew Fortuna
There are no insights for this advisor to display at this time.
Answers
Ask a financial questionAsk a questionThere are no answers for this advisor to display at this time.
Advisor Links
There are no links for this advisor to display at this time.
Licenses & Conducts
U.S. Securities and Exchange Commission
-
license statusRegistered
-
disclosuresNone
-
as of dateNov 27, 2019
FINRA
-
license statusRegistered
-
disclosuresNone
-
as of dateNov 27, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
Waddell & Reed
Last updated on Oct. 7, 2019
-
-
$21.2BTotal Assets Under Management
-
N/ATotal Assets Under Advisement
-
-
-
170KAccounts
-
$124.8KEstimated Average Account Balance
-
Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Fixed Fees
Other Advisors in Your Area
