Michael Alfonse Baratta

Current Employers

Employment History

• 07/2007 → 05/2020
  Minnesota Life Insurance Company
  St. Paul, MN
• 05/2007 → Present
  Fortress Brokerage Solutions
  Atlanta, GA
• 03/2014 → 09/2016
  First Heartland Capital Inc
  Lake St Louis, MO
• 09/2016 → 05/2020
  Securian Financial Services Inc.
  St. Paul, MN
• 09/2016 → 05/2020
  Virginia Asset Management
  Atlanta, GA
• 05/2020 → 09/2024
  Portsmouth Financial Services
  San Francisco, CA
• 07/2009 → Present
  Smartlife Financial Group, Llc
  Vero Beach, FL
• 12/2024 → Present
  Arete Wealth Mangagement
  Chicago, IL
• 08/2018 → Present
  Fiscal Wisdom
  Canton, CT
• 09/2024 → Present
  Fiscal Wisdom Wealth Management, Llc
  Canton, CT

Previous Registrations

• 2010-11-24 → 2012-10-01
  First Heartland Consultants, Inc.
  Atlanta, GA
• 2007-07-13 → 2010-05-25
  Securian Financial Services, Inc.
  Atlanta, GA

Other Businesses

1) Baratta Investments, LLC. / Investment related / Alpharetta, GA / Equity trading / Business owner / Start date 12/01/2011 / Position: Member / Nature: Business Owner / 5 hours per week during securities trading hours. 2) Essential Life Solutions / Investment related / Atlanta, GA / Fixed Insurance Sales / Business owner / Start date 09/01/2017 / 5 hours per week during securities trading hours. 3) Fiscal Wisdom, Investment Advisor Representative, Canton, CT; 2 Hours per month, 2 during trading hours. Start Date: 08/2018 4) Fortress Brokerage Solutions. National Master General Agency marketing individual Insurance products to Regional BGAs, IMOs, and Insurance Agents. Portsmouth Financial Services dba

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-19
• S63 Uniform Securities Agent State Law Examination
  2002-07-24

Designations