Cody Schaefer (CRD# 6639022) is an Investment Advisor Representative working at Fortress Financial Group, LLC in Rochester, MN and has over 7 years of experience in the finance industry.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortress Financial Group, LLC | Rochester, MN | Sep 2021 - Current | 2 |
| Mayo Clinic | Rochester, MN | Feb 2020 - Aug 2021 | 1 |
| Gabriel Christenson | Rochester, MN | Apr 2018 - Jan 2020 | 1 |
| Northwestern Mutual | Milwaukee, WI | May 2016 - Jan 2020 | 3 |
| Student | Winona, MN | Apr 2006 - Jun 2017 | 11 |
| Energy Economics | Dodge Center, MN | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- 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
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