Timothy Nanson (CRD# 2549456) is an Investment Advisor Representative working at Fortress Wealth Management, Inc. in Culver City, CA and has over 28 years of experience in the finance industry. Timothy Nanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortress Retirement, Inc. | Culver City, CA | Apr 2017 - Current | 7 |
| Womack Wealth Management | Manhattan Beach, CA | Nov 2014 - Jun 2017 | 2 |
| Onewest Bank | Pasadena, CA | May 2011 - Nov 2014 | 3 |
| Onewest Bank | Pasadena, CA | Nov 2011 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- CA
- MN
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Total Assets Under Management243MILLIONS
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Total Number of Accounts659ACCOUNTS
-
Average Account Value$369,317
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, MN, TX
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