Advisor at Fortress Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortress Financial Group, LLC
Location
Rochester, MN 55901
Credentials
Series 65
Industry experience
1 year
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.
Based on Fortress Financial Group, LLC
Based on Fortress Financial Group, LLC
Financial planning fixed engagement fees range from $1,500 to $20,000; Retire and Thrive book up to $26.
$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%
Fee-only: Financial planning project-based fees range from $1,500 to $20,000 per engagement; ongoing planning fees of $1,500 to $20,000 annually.
1610 14 Th Street Nw, Suite 300
Rochester, MN 55901
Minnesota
Fortress Financial Group, LLC
2024 - Present (2 years)
Fortress Financial Group, LLC
2023 - 2023 (1 year)
Minnesota State University, Mankato
2022 - 2024 (2 years)
Shawn Christensen - State Farm Insurance Agent
2022 - 2022 (1 year)
Minnesota State University, Mankato
2020 - 2024 (4 years)
The Rochester Athletic Club
2019 - 2021 (2 years)
High School
2016 - 2020 (4 years)
Middle School
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Rochester, MN
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