# MICHAEL DONALD KORTFELT

MICHAEL DONALD KORTFELT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2014-07-24 | present | Yes |
| [ESSEX NATIONAL SECURITIES, LLC](https://search.stillhousedata.com/firm/25454) | 2012-01-20 | 2012-08-30 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-11-24 | 2012-01-30 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2006-09-27 | 2009-07-17 | — |
| [NATCITY INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17490) | 2006-06-23 | 2006-09-18 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2002-01-10 | 2003-04-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3193107)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3193107.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing 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.