Be advised. This firm is no longer registered.

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).

Current Firm Details
2894 - 106th Street, Suite 120, Urbandale, IA 50322
http://www.thefortress.net
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
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Fortress Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Ronald Rosenblatt, financial advisor Urbandale IA
Ronald R. Rosenblatt
CRD#: 6183480
2894 - 106th Street, Suite 120, Urbandale, IA 50322

Ronald Rosenblatt (CRD# 6183480) is an Investment Advisor Representative working at Fortress Wealth Management in Urbandale, IA and has over 11 years of experience in the finance industry.

2
Jeffery Scharingson, financial advisor Urbandale IA
Jeffery B. Scharingson
CRD#: 2313475
2894 - 106th Street, Suite 120, Urbandale, IA 50322

Jeffery Scharingson (CRD# 2313475) is an Investment Advisor Representative working at Fortress Wealth Management in Urbandale, IA and has over 31 years 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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