Luke
Kroeplin
Fortress Financial Group, LLC
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About this Advisor
Luke Kroeplin is a financial advisor based in Rochester, Minnesota who has 1 year of industry experience. Kroeplin is an advisor for Fortress Financial Group, LLC. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, United States Air Force, U.S. Bancorp Investments, Inc, U.S. Bank, First Alliance Credit Union and Fortress Financial Group, LLC. Kroeplin has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Fortress Financial Group, LLC is a registered investment firm that has its headquarters in Rochester, MN. It has a total of seven financial advisors. It handles $179 million in assets across its 595 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 595 accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on the type of services. However, fees billed by Fortress Financial Group, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortress Financial Group, LLC Brokerage Details
$179,377,498
7
595
$301,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Luke Kroeplin Work History
Luke has been registered as a financial advisor for 1 years.*
Fortress Financial Group, LLC
U.S. Bancorp Investments, Inc
U.S. Bank
First Alliance Credit Union
Wells Fargo Bank Na
Wells Fargo Clearing Services LLC
United States Air Force
United States Air Force
*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 Luke Kroeplin 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
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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