John A. Urbanski

FORTRESS INVESTMENT SERVICES, LTD

Eden Prairie, MN

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CRD#: 1652288

Professional summary

John Anthony Urbanski, who also goes by John Urbanski, is a registered financial advisor currently at FORTRESS INVESTMENT SERVICES, LTD located in Eden Prairie, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Urbanski

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) - RIA

Click below to view John Anthony Urbanski's CRS (Customer Relationship Summary).

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

Current

December 19, 2013 - Present

FORTRESS INVESTMENT SERVICES, LTD

RIA

CRD#: 116804

Eden Prairie, MN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(12/19/2013)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/24/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/19/1987

Uniform Securities Agent State Law Examination

Current Firm

FORTRESS INVESTMENT SERVICES, LTD

CRD#: 116804 / SEC#:

Minnesota

Registered Investment Advisory firm - (6/10/1998 Approved)

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Contact information

Main Address

Eden Prairie, MN

Mailing Address

Phone number

(952) 949-0744

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 43,664,000

Red Flags

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

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John A. Urbanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Anthony Urbanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS INVESTMENT SERVICES, LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/1998

Series 63

Date: 3/19/1987

Current Firm

FORTRESS INVESTMENT SERVICES, LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTRESS INVESTMENT SERVICES, LTD

TRUST BUT VERIFY

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