Aidan
Ryan

Fortress Financial Group, LLC

CRD#7924013
Investment Advisor
in Rochester, MN

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About this Advisor

Aidan Ryan is a financial advisor based in Rochester, Minnesota, working with Fortress Financial Group, LLC. Aidan has previously held positions at Fortress Financial Group, LLC, Minnesota State University, Mankato, Shawn Christensen - State Farm Insurance Agent, The Rochester Athletic Club, High School, and Middle School. Aidan has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Aidan is part of Fortress Financial Group, LLC, which operates out of Rochester, Minnesota. The firm has 7 employees and manages assets totaling $250.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Fortress Financial Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1610 14Th Street Nw Suite 100
Rochester, MN 55901

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Fortress Financial Group, LLC Brokerage Details

Total Assets Under Management

$250,759,876

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

729

MN Average: 8,262
Average Account Size

$343,978

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Aidan Ryan Work History

2024 - Present (1 year)

Fortress Financial Group, LLC

2023 - 2023 (< 1 year)

Fortress Financial Group, LLC

2022 - 2024 (2 years)

Minnesota State University, Mankato

2022 - 2022 (< 1 year)

Shawn Christensen - State Farm Insurance Agent

2020 - 2024 (4 years)

Minnesota State University, Mankato

2019 - 2021 (2 years)

The Rochester Athletic Club

2016 - 2020 (4 years)

High School

2013 - 2016 (3 years)

Middle School

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Disclosures

Please visit the SEC profile of Aidan Ryan 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 Financial Group, LLC

Aidan Ryan
Rochester, MN
Debra Pladsen
Rochester, MN
Jack Zinser
Rochester, MN
Luke Kroeplin
Rochester, MN
Cody Schaefer
Rochester, MN
Daniel Langworthy
Rochester, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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