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 29 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 4 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 5 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 24 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.