Advisors at this firm
Jack Z
CFP®, Series 65
Rochester, MN
Fortress Financial Group, LLC
Jack Zinser is a CFP® and Series 65-registered advisor with Fortress Financial Group, LLC in Rochester, MN, where he has worked since 2023. He has two years of industry experience, including a brief period at Hamilton Real Estate Group. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, constructing customized portfolios primarily with diversified mutual funds and ETFs, and employs both fundamental and technical analysis with ongoing account monitoring.
Luke K
Series 63, Series 65
Rochester, MN
Fortress Financial Group, LLC
Luke Kroeplin is a financial advisor at Fortress Financial Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bank, U.S. Bancorp Investments, First Alliance Credit Union, and Wells Fargo. Outside of his advisory role, Kroeplin is a Master Sergeant in the United States Air Force Reserves and a Fire Civil Service Commissioner in Rochester, MN. He is also a 19% owner of True North Athletics, a local batting cage franchise. Fortress Financial Group serves individuals, high-net-worth clients, trusts, estates, and small businesses by providing wealth management, financial planning, and retirement-plan advice. The firm manages approximately $303.7 million on a discretionary basis and constructs customized portfolios primarily using diversified mutual funds and ETFs, employing both fundamental and technical analysis.
Jacob H
Series 65
Rochester, MN
Fortress Financial Group, LLC
Jacob Hagen Erickson is a financial advisor with Fortress Financial Group, LLC in Rochester, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Fortress, he worked at Thrivent Investment Management Inc. and Premier Bank Minnesota. Erickson is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, offering customized, primarily long-term portfolios constructed using diversified mutual funds, ETFs, and other securities.
Daniel L
Series 63, Series 65
Rochester, MN
Fortress Financial Group, LLC
Daniel Langworthy is a financial advisor at Fortress Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 35 years of industry experience. He previously worked at LPL Financial for 21 years before joining Fortress Financial Group in 2021. Outside of his advisory role, Langworthy is a managing partner and partial owner of Langworthy Real Estate Group, LLC. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, offering customized, primarily long-term portfolios using diversified mutual funds, ETFs, individual securities, and independent managers.
Aidan R
Series 65
Rochester, MN
Fortress Financial Group, LLC
Aidan Ryan is a financial advisor at Fortress Financial Group, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Minnesota State University, Mankato, and as a State Farm Insurance Agent. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients and uses customized, primarily long-term portfolios with diversified mutual funds and ETFs, incorporating both fundamental and technical analysis.
Cody S
CFP®, Series 63, Series 65
Rochester, MN
Fortress Financial Group, LLC
Cody Schaefer is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fortress Financial Group, LLC, where he has worked since 2021. His prior experience includes roles at Mayo Clinic, Gabriel Christenson, and Northwestern Mutual. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other investment vehicles.
Debra P
Series 63, Series 66
Rochester, MN
Fortress Financial Group, LLC
Debra Pladsen is a financial advisor with Fortress Financial Group, LLC in Rochester, MN. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including eight years at LPL Financial, LLC prior to joining Fortress Financial Group in 2021. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other securities, employing both fundamental and technical analysis.