Fortress Wealth Group

Fortress Wealth Group (CRD# 308968) is a financial advisory firm headquartered in Winter Park, FL. They manage $294,685,885 in 875 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1099 W Morse Blvd, Winter Park, FL 32789
https://www.facebook.com/fortresswealthgroup
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $336,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NE, TX

Financial Advisors at Fortress Wealth Group
Showing 1 - 6 of 6 top financial advisors.
1
Bradley Ledford, financial advisor Winter Park FL
Bradley D. Ledford
CRD#: 6659480
1099 W Morse Blvd, Winter Park, FL 32789

Bradley Ledford (CRD# 6659480) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 7 years of experience in the finance industry.

2
John Ledford, financial advisor Winter Park FL
John E. Ledford
CRD#: 2960837
1099 W Morse Blvd, Winter Park, FL 32789

John Ledford (CRD# 2960837) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 26 years of experience in the finance industry.

3
Cole Linquist, financial advisor Winter Park FL
Cole R. Linquist
CRD#: 6234099
1099 W Morse Blvd, Winter Park, FL 32789

Cole Linquist (CRD# 6234099) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 9 years of experience in the finance industry.

4
Timothy Smisek, financial advisor Winter Park FL
Timothy S. Smisek
CRD#: 2752765
1099 W Morse Blvd, Winter Park, FL 32789

Timothy Smisek (CRD# 2752765) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 22 years of experience in the finance industry.

5
Cory Churchill, financial advisor Winter Park FL
Cory D. Churchill
CRD#: 6664734
1099 W Morse Blvd, Winter Park, FL 32789

Cory Churchill (CRD# 6664734) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has over 6 years of experience in the finance industry.

6
Justin Isenhour, financial advisor Winter Park FL
Justin M. Isenhour
CRD#: 7595006
1099 W Morse Blvd, Winter Park, FL 32789

Justin Isenhour (CRD# 7595006) is an Investment Advisor Representative working at Fortress Wealth Group in Winter Park, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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