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 63, Series 65
Industry experience
6 years
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.
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
2022 - Present (4 years)
U.S. Bank
2022 - 2022 (1 year)
U.S. Bancorp Investments, Inc.
2022 - 2022 (1 year)
First Alliance Credit Union
2020 - 2021 (1 year)
Wells Fargo clearing Services LLC
2016 - 2020 (4 years)
Wells Fargo Bank NA
2016 - 2020 (4 years)
United States Air Force
2015 - 2016 (1 year)
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
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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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