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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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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?
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Designations & Memberships

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Articles and Answers

Insights by Andrew Fortuna

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 27, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 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
    • $21.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 170K
      Accounts
    • $124.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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