Aidan Ryan (CRD# 7924013) is an Investment Advisor Representative working at Fortress Financial Group, LLC in Rochester, MN and has 1 year of experience in the finance industry.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortress Financial Group, LLC | Rochester, MN | May 2024 - Current | < 1 |
| Minnesota State University, Mankato | Mankato, MN | Aug 2022 - May 2024 | 1 |
| Minnesota State University, Mankato | Mankato, MN | Aug 2020 - May 2024 | 3 |
| Fortress Financial Group, LLC | Rochester, MN | May 2023 - Aug 2023 | < 1 |
| Shawn Christensen - State Farm Insurance Agent | Rochester, MN | May 2022 - Aug 2022 | < 1 |
| The Rochester Athletic Club | Rochester, MN | Jan 2019 - Aug 2021 | 2 |
| High School | Rochester, MN | Aug 2016 - May 2020 | 3 |
| Middle School | Rochester, MN | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- MN
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts729ACCOUNTS
-
Average Account Value$343,978
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, LA, MN, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.