Wyatt Mitchell Warberg

Employer firm

Fortis Capital Advisors, LLC CRD 309709

$1.62B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2022 → 12/2025
  Lpl Financial Llc
  Fort Collins, CO
• 04/2021 → 08/2022
  Salt Lake City Young Life
  Salt Lake City, UT
• 05/2014 → 08/2022
  Reliable Power Consultants
  Fort Collins, CO
• 05/2022 → 06/2022
  New York Life
  Fort Collins, CO
• 09/2020 → 05/2022
  University Of Utah Finance Department
  Salt Lake City, UT
• 08/2018 → 05/2022
  University Of Utah
  Salt Lake City, UT
• 08/2014 → 05/2018
  Fort Collins High School
  Fort Collins, CO
• 01/2026 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2024-08-26 → 2025-12-19
  Lpl Financial Llc
  Fort Collins, CO

Other Businesses

1) Mountain Financial Capital / DBA for investment advice and insurance business / Investment Related / -160 hrs mth / 160 hrs during trading / 100% Time Spent / Since 01/2026 2) Janet Shea Education Foundation / not investment related/ board service / secretary / 2-3 hours per month during trading hours / since 02/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-08-26