Fortress Retirement, Inc.

Fortress Retirement, Inc. (CRD# 110279) is a financial advisory firm headquartered in Culver City, CA. They manage $115,377,226 in 415 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $278,017
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fortress Retirement, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Timothy J. Nanson
CRD#: 2549456
9696 Culver Blvd, Suite 107, Culver City, CA 90232
96
Wealthminder
score

Timothy Nanson (CRD# 2549456) is an Investment Advisor Representative working at Fortress Retirement, Inc. in Culver City, CA and has over 23 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.

2
Brad T. Baumann
CRD#: 5828002
9696 Culver Blvd, Suite 107, Culver City, CA 90232
90
Wealthminder
score

Brad Baumann (CRD# 5828002) is an Investment Advisor Representative working at Fortress Retirement, Inc. in Culver City, CA and has 1 year of experience in the finance industry. Brad Baumann 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.

3
Arlie W. Green
CRD#: 1433044
1223 Wilshire Blvd. #405, Santa Monica, CA 90403
73
Wealthminder
score

Arlie Green (CRD# 1433044) is an Investment Advisor Representative working at Fortress Retirement, Inc. in Santa Monica, CA and has over 14 years of experience in the finance industry.

4
Charles D. Alvare
CRD#: 5026321
9696 Culver Blvd, Suite 107, Culver City, CA 90232
68
Wealthminder
score

Charles Alvare (CRD# 5026321) is an Investment Advisor Representative working at Fortress Retirement, Inc. in Culver City, CA and has over 12 years of experience in the finance industry.

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