Fortress Financial Group, LLC

Fortress Financial Group, LLC (CRD# 315329) is a financial advisory firm headquartered in Rochester, MN. They manage $250,759,876 in 729 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1610 14th Street Nw, Suite 100, Rochester, MN 55901
https://twitter.com/home?lang=en
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $343,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, LA, MN, TX, WI

Financial Advisors at Fortress Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Cody Schaefer, financial advisor Rochester MN
Cody W. Schaefer
CRD#: 6639022
1610 14th Street Nw, Suite 100, Rochester, MN 55901

Cody Schaefer (CRD# 6639022) is an Investment Advisor Representative working at Fortress Financial Group, LLC in Rochester, MN and has over 6 years of experience in the finance industry.

2
Jack Zinser, financial advisor Rochester MN
Jack T. Zinser
CRD#: 7681369
1610 14th Street Nw, Suite 100, Rochester, MN 55901

Jack Zinser (CRD# 7681369) is an Investment Advisor Representative working at Fortress Financial Group, LLC in Rochester, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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