# FORTNER FINANCIAL SERVICES, INC.

FORTNER FINANCIAL SERVICES, INC. of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 107841
- Type: SEC-registered investment adviser
- SEC file number: 801-68113
- Location: 2405 GRAND, SUITE 530, KANSAS CITY, MO, 64108
- Phone: 816-474-4102
- Latest filing: 2010-03-26
- Regulatory AUM: $50.5M
- Discretionary AUM: $50.5M
- Clients: 1
- Accounts: 81

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [FORTNER ROY MARSHALL](https://search.stillhousedata.com/person/789753) | PRESIDENT,CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107841/similar
- Related entities: https://search.stillhousedata.com/firm/107841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107841

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.