Cody
Schaefer
Fortress Financial Group, LLC
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About this Advisor
Cody Schaefer is a financial advisor based in Rochester, Minnesota, working with Fortress Financial Group, LLC. Cody has previously held positions as a student, at Energy Economics, Northwestern Mutual, Gabriel Christenson, Fortress Financial Group, LLC, and Mayo Clinic. Cody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Cody 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
Services Offered
Fee Structure
Office Location
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Fortress Financial Group, LLC Brokerage Details
$250,759,876
7
729
$343,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cody Schaefer Work History
Fortress Financial Group, LLC
Mayo Clinic
Gabriel Christenson
Northwestern Mutual
Energy Economics
Student
Disclosures
Please visit the SEC profile of Cody Schaefer 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
Rochester, MN
Rochester, MN
Rochester, MN
Rochester, MN
Rochester, MN
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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