Timothy
Nanson
Fortress Wealth Management, Inc
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About this Advisor
Timothy Nanson is a certified financial planner who works out of Culver City, California who has 6 years of industry experience. Nanson is an employee of Fortress Wealth Management, Inc. Their career trajectory has included roles at Onewest Bank, Fortress Retirement, Inc and Womack Wealth Management. Nanson has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in California and Minnesota. Fortress Wealth Management, Inc is a registered investment company operating out of Culver City, CA. It oversees $221 million in assets between its 637 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 637 client accounts, 29% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which services the firm provides the client. However, fee types billed by Fortress Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortress Wealth Management, Inc Brokerage Details
$221,148,046
8
637
$347,171
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Nanson Work History
Timothy has been registered as a financial advisor for 6 years.*
Fortress Retirement, Inc
Womack Wealth Management
Onewest Bank
Onewest Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Nanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortress Wealth Management, Inc
Culver City, CA
Culver City, CA
Culver City, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
