Joseph Peter Michalski

Employer firm

Fortified Wealth Strategies, Inc. CRD 298569

$46.5M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 03/2019
  Kestra Financial Services, Inc
  Austin, TX
• 03/2019 → 04/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2020 → Present
  Fortified Wealth Strategies, Inc.
  Broomfield, CO

Previous Registrations

• 2019-03-01 → 2021-05-07
  Cambridge Investment Research Advisors, Inc.
  Broomfield, CO
  Westminster, CO
• 2016-04-20 → 2019-03-01
  Kestra Advisory Services, Llc
  Denver, CO
• 2003-01-03 → 2016-09-22
  Kestra Investment Services, Llc
  Denver, CO
  Louisville, CO
  Boulder, CO
  Denver, CO
• 2002-08-14 → 2003-01-21
  Cetera Advisors Llc
  Boulder, CO

Other Businesses

Adjunct Professorship; Adjunct Professor; University of Colorado; Investment related: No; 995 Regent Dr boulder co 80309; Duties: Teaching one course at the business school next semester; 2023-17-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2; Expert Witness; Investment related: No; 10899 Irving Court Westminster CO 80031 United States; A law firm retained me to review a life insurance transaction for a client of theirs.; Duties: Review all documents relating to the client's life insurance transaction. Offer observations and advice on the transaction.; 2022-11-28; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-05