Fortress Wealth Management

Fortress Wealth Management (CRD# 167544) is a financial advisory firm headquartered in Urbandale, IA. They manage $5,000,000 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $87,719
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

IA

Financial Advisors at Fortress Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Steven H. Greig
CRD#: 1786473
2894 - 106th Street, Suite 120, Urbandale, IA 50322
93
Wealthminder
score

Steven Greig (CRD# 1786473) is an Investment Advisor Representative working at Fortress Wealth Management in Urbandale, IA and has over 28 years of experience in the finance industry.

2
Ronald R. Rosenblatt
CRD#: 6183480
2894 - 106th Street, Suite 120, Urbandale, IA 50322
90
Wealthminder
score

Ronald Rosenblatt (CRD# 6183480) is an Investment Advisor Representative working at Fortress Wealth Management in Urbandale, IA and has over 3 years of experience in the finance industry.

3
Amber A. Cooper
CRD#: 6096820
2894 - 106th Street, Suite 120, Urbandale, IA 50322
78
Wealthminder
score

Amber Cooper (CRD# 6096820) is an Investment Advisor Representative working at Fortress Wealth Management in Urbandale, IA and has over 4 years of experience in the finance industry.

4
Jeffery B. Scharingson
CRD#: 2313475
2894 - 106th Street, Suite 120, Urbandale, IA 50322
48
Wealthminder
score

Jeffery Scharingson (CRD# 2313475) is an Investment Advisor Representative working at Fortress Wealth Management in Urbandale, IA and has over 23 years of experience in the finance industry.

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