Douglas A Kartsen

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

• 04/2016 → Present
  Dak Financial Services, Llc
  Chester, CT
• 01/2026 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2016-05-24 → 2026-03-30
  Dak Financial Services, Llc
  Chester, CT
• 2014-12-08 → 2016-05-13
  Northstar Wealth Partners Llc
  West Hartford, CT
• 2012-01-03 → 2015-10-29
  Lpl Financial Llc
  Avon, CT
  Beachwood, OH
  Avon, CT
• 2010-12-06 → 2011-12-31
  Stratos Wealth Partners, Ltd
  Avon, CT
• 2006-10-23 → 2010-12-02
  Edward Jones
  Farmington, CT
  St Louis, MO

Other Businesses

04/2016 - SOLE PROPRIETOR INSURANCE AGENT - FIXED INSURANCE, FIXED ANNUITIES, TERM, LTC, DISABILITY, HEALTH AND DENTAL

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Designations

• Chartered Financial Analyst