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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2021
- Office Locations
- 1
Office Locations
About Fortress Financial Group, LLC
Fortress Financial Group, LLC is a fee-only, fiduciary RIA in Rochester, MN providing comprehensive financial planning and investment management, with a retirement-focused, planning-centric approach that simplifies complex decisions into clear strategies. Portfolios commonly use ETFs and mutual funds, and the firm custody relationship includes Fidelity/NFS. Produces the Retire and Thrive content series.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DANIEL EDWARD LANGWORTHY
Financial Advisor, Founder, Managing Member
- CRD
- #1951982
- Ownership
- 75% or more
DEBRA DONELL PLADSEN
Chief Compliance Officer
- CRD
- #4213619
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jacob Collin Hagen-Erickson
Advisor
- CRD
- #7807623
Luke Melvin Kroeplin
Financial Advisor, General Partner
- CRD
- #6896718
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,305,589 | $367,751 |
| Non-Discretionary | $0 | -- |
| Total | $352,305,589 | $367,751 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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