Fortress Financial Group, LLC logo

Fortress Financial Group, LLC

Updated today

Client assets under management

$351,196,097

Clients

330

28% high-net-worth

Advisors

7

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

47

Low

Average account size

$1,064,231

About

Fortress Financial Group provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates and small businesses, delivering discretionary portfolio management and related planning services. The firm also offers an educational publication, Retire and Thrive, which it sells to clients and non‑clients as part of its client education resources.

Investment programs are typically long‑term and customized, constructed mainly with diversified mutual funds and ETFs while allowing for individual securities and use of independent managers when appropriate. Fortress employs fundamental and technical analysis and supplements research and risk monitoring with third‑party artificial intelligence tools; accounts are managed on a discretionary basis with ongoing client communication.

The firm’s ADV highlights several features that differentiate it from many peers: Fortress sponsors a Wrap Fee Program that bundles transaction costs into its asset‑based advisory fee, and its disclosure materials address the firm’s marketing and platform arrangements, including performance presentations (predecessor and hypothetical results) and use of client testimonials in outreach. The brochure also describes an institutional relationship with a major custodian that provides research, technology and launch support, and notes a recent amendment indicating the firm no longer engages in promoter relationships.

Client services

Financial planning Portfolio management Educational book

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.65% $25,000,001+: 0.45%

Other

Fee-only: Financial planning fixed fees from $1,500 to $20,000 per engagement or annually

Main office location

Fortress Financial Group, LLC

1610 14 Th Street Nw, Suite 300

Rochester MN 55901, United States

Number of offices

2

Most active in

Arizona · Colorado · Florida · Louisiana · Minnesota · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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