Michael Skowfoe (CRD# 3115056) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has over 24 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fortress Wealth Planning | Ponte Vedra Beach, FL | Jun 2021 - Current | 2 |
Hightower Advisors, LLC | Ponte Vedra Beach, FL | Jan 2017 - Jun 2021 | 4 |
Hightower Securities, LLC | Ponte Vedra Beach, FL | Jan 2017 - Jun 2021 | 4 |
Wells Fargo Clearing Services, LLC | Ponte Vedra Beach, FL | Nov 2016 - Jan 2017 | < 1 |
Wachovia Bank, N.a. | Pontevedra, FL | Jun 2002 - Jan 2017 | 14 |
Wells Fargo Advisors LLC | Ponte Vedra Beach, FL | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1999 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- FL
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts537ACCOUNTS
-
Average Account Value$763,072
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL
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