Overview
Headquarters
Rochester, MN
Category
Investment Management
Fortress Financial is a full-service investment firm specializing in helping clients build wealth and freedom so that they can make the best choices for their own financial future. At Fortress Financial our mission is to develop a long-lasting relationship where we understand what is truly important to you and your future. We will help you make well-informed financial decisions while educating you on how to work towards achieving your ideal lifestyle. In addition, Dan is a: • Certified Investment Management Analyst (CIMA)—the highest standard of financial consulting expertise—representing a pre-eminent level of credibility from the Wharton School of Business • Certified Private Wealth Advisor (CPWA), from the University of Chicago’s School of Business • Certified Options Advisor (COA), from the National Board of Certified Option Advisors Inc. • Member of the Investment Management Consultants Association and the National Association of Stock Plan Professionals • A graduate of Arizona State University with a B.S. in finance and a specialty in corporate finance The LPL registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: MN, ND, WI, IA, MI, CO, CA, FL, GA, KS, NM, OR, VA. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to “Contact Info” section above. Specialties: equity award strategies, equity compensation awards, stock options, wealth management, trust and estate planning, investment portfolio management Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness. Show less Show less of Dan’s summary Member SIPC www.sipc.org Fortress Financial Group, Inc. issues and markets prepaid debit and credit cards.
