Felice L. Larmer

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CRD#: 1326853

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Felice Lynn Larmer, who also goes by Felice Wilpan Larmer, Felice Lynn Wilpan, was a registered financial professional .

Felice is a previously registered financial professional and started their career in finance in 1984. Felice had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Felice Wilpan Larmer | Felice Lynn Wilpan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 22, 2013 - December 2, 2016

FORTRESS FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 143969

TUCSON, AZ

Past

January 21, 2009 - May 28, 2010

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SEDONA, AZ

Past

January 5, 2006 - December 31, 2008

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SEDONA, AZ

Past

August 6, 1996 - November 2, 2004

FIRSTMERIT SECURITIES, INC.

CRD#: 35057

AKRON, OH

Past

January 3, 1994 - June 4, 1996

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

February 11, 1991 - April 21, 1993

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

January 22, 1990 - February 4, 1991

PACIFIC FIRST SECURITIES, LTD.

CRD#: 18021

Past

January 9, 1989 - January 10, 1990

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

CRD#: 14338

NEW YORK, NY

Past

July 9, 1987 - April 5, 1988

NEW ENGLAND SECURITIES

CRD#: 615

Past

September 2, 1986 - June 10, 1987

CRESCENT SECURITIES CORPORATION

CRD#: 13263

Past

December 21, 1984 - May 27, 1986

RONSON SECURITIES CORPORATION

CRD#: 10114

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTRESS FINANCIAL SOLUTIONS, LLC

FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE

CRD#: 143969 / SEC#: 801-131567

RIA

Registered Investment Advisory firm - (12/2/2024 Approved)

Arizona

Registered Investment Advisory firm - (12/3/2024 Terminated)

California

Registered Investment Advisory firm - (1/2/2025 Terminated)

Maryland

Registered Investment Advisory firm - (12/6/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (12/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/1989

General Securities Principal Examination

Current Firm

FORTRESS FINANCIAL SOLUTIONS, LLC

FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE

CRD#: 143969 / SEC#: 801-131567

RIA

Registered Investment Advisory firm - (12/2/2024 Approved)

Arizona

Registered Investment Advisory firm - (12/3/2024 Terminated)

California

Registered Investment Advisory firm - (1/2/2025 Terminated)

Maryland

Registered Investment Advisory firm - (12/6/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (12/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/3/2024 Terminated)

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Contact information

Main Address

4640 East Sunrise Drive Suite 211, Tucson, AZ 85718

Mailing Address

Phone number

(520) 751-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FORTRESS FINANCIAL SERVICES, LLC 11.05.2025 (11/7/2025)

Regulatory assets under management

Total Number of Accounts	695
AUM (Assets Under Management)	$ 130,161,738

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Felice L. Larmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

VOYA FINANCIAL ADVISORS, INC.

FIRSTMERIT SECURITIES, INC.

KEY INVESTMENTS INC.

CAPITAL BROKERAGE CORPORATION

PACIFIC FIRST SECURITIES, LTD.

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

NEW ENGLAND SECURITIES

CRESCENT SECURITIES CORPORATION

RONSON SECURITIES CORPORATION

Primary Firm SEC Registration

FORTRESS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/7/1992

Series 7

Date: 12/15/1984

Series 24

Date: 7/14/1989

Current Firm

FORTRESS FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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