Our Qualifications

Wynn C. Fortner Clients refer their associates to him for his expertise in developing consultative strategies in business planning, investments, portfolio management, estate planning, education fund planning, retirement planning and adequate insurance coverage for high net worth individuals and businesses. 

Wynn is known for his strong analytical skills combined with prudent standards of practice in building his clients' wealth and in planning for all possible contingencies.  He is well connected in the community, coordinating with other professionals such as attorneys and accountants in order to protect and increase his clients' assets. Wynn started in the investment industry in 1993 after completing his academic preparation. 

Wynn was awarded his Baccalaureate Degree in Finance in 1992 from the University of Nebraska at Lincoln, after which he completed his licensure for Series 7,24 and 63 as well as health and life insurance sales.  He continues to maintain professional currency through ongoing professional education and is an avid consumer of investment industry oriented books and periodicals.