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
By the Numbers
-
Total Assets Under Management251MILLION
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Total Number of Accounts729ACCOUNTS
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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
Registered Investment Advisor
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
1
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.
2
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.
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