Fortress Financial Group, LLC
Firm details
- Headquarters
- Rochester, Minnesota
- CRD number
- 315329
- Registered since
- August 9, 2021
- Website
- fortressfg.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.64%
- Individuals27.04%
- Corporations / Businesses0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fortress Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. Fortress does not identify as an active ESG investor, is not listed as a capital allocator, and is not described as a multi-state adviser in the snapshot data despite operating offices in multiple states.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities43%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
1 of 1
Debra Pladsen
Chief Compliance OfficerCRD 4213619
Contacts
3 of 7
Luke Kroeplin
Financial AdvisorCRD 6896718
Daniel Langworthy
FounderCRD 1951982
Cody Schaefer
Senior AdvisorCRD 6639022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, MN
Olmsted
Location
Rochester, MN
Headquartered in Rochester, MN, anchoring the Rochester-Austin, MN metro in the Midwest.
- Metro area
- Rochester-Austin, MN
- Region
- Midwest
- County
- Olmsted
- Address
- 1610 14th St Nw
- Time zone
- CT (UTC-6)
- Office locations
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