Timothy J. Nanson

FORTRESS WEALTH MANAGEMENT

Culver City, CA 90232

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CRD#: 2549456

Professional summary

Timothy James Nanson, CFP®, who also goes by Timothy J Nanson, is a registered financial advisor currently at FORTRESS WEALTH MANAGEMENT, INC. located in Culver City, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy J Nanson

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 Timothy James Nanson's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 18, 2017 - Present

FORTRESS WEALTH MANAGEMENT, INC.

Office #1: 9696 Culver Blvd Suite 301, Culver City, CA 90232

RIA

CRD#: 110279

Culver City, CA

Past

November 12, 2014 - June 15, 2017

WOMACK WEALTH MANAGEMENT, INC.

RIA

CRD#: 146126

BEVERLY HILLS, CA

Past

July 21, 2010 - August 12, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WOODLAND HILLS, CA

Past

July 20, 2010 - August 12, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WOODLAND HILLS, CA

Past

November 13, 2008 - June 7, 2010

LAMIA FINANCIAL GROUP, INC.

RIA

CRD#: 146421

THOUSAND OAKS, CA

Past

September 17, 2007 - September 2, 2009

GOLD COAST SECURITIES, INC.

RIA

CRD#: 110925

THOUSAND OAKS, CA

Past

July 30, 2007 - September 2, 2009

GOLD COAST SECURITIES, INC.

CRD#: 110925

THOUSAND OAKS, CA

Past

November 20, 1996 - March 19, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 20, 1996 - March 19, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

April 13, 1995 - September 16, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 7, 1994 - April 25, 1995

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

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 WEALTH MANAGEMENT, INC.

FORTRESS RETIREMENT | FORTRESS WEALTH MANAGEMENT, INC. | FORTRESS WEALTH MANAGEMENT INC | FORTRESS RETIREMENT, INC.

CRD#: 110279 / SEC#: 801-113280

RIA

Registered Investment Advisory firm - (5/24/2018 Approved)

California

Registered Investment Advisory firm - (6/28/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2018 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.

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

California
(4/18/2017)

IAR

Minnesota
(2/19/2022)

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

IAR

Series 66

Date: 9/10/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/27/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/4/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTRESS WEALTH MANAGEMENT, INC.

FORTRESS RETIREMENT | FORTRESS WEALTH MANAGEMENT, INC. | FORTRESS WEALTH MANAGEMENT INC | FORTRESS RETIREMENT, INC.

CRD#: 110279 / SEC#: 801-113280

RIA

Registered Investment Advisory firm - (5/24/2018 Approved)

California

Registered Investment Advisory firm - (6/28/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2018 Terminated)

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Contact information

Main Address

9696 Culver Blvd Suite 301, Culver City, CA 90232

Mailing Address

Phone number

(310) 899-0606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS WEALTH MANAGEMENT, INC. BROCHURE PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	688
AUM (Assets Under Management)	$ 269,288,511

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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Advisor Monitoring

Firm Stability Insights

Timothy J. Nanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Nanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOMACK WEALTH MANAGEMENT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LAMIA FINANCIAL GROUP, INC.

GOLD COAST SECURITIES, INC.

GOLD COAST SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

FORTRESS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2007

Series 63

Date: 4/21/1995

Series 7

Date: 7/27/2007

Series 6

Date: 11/4/1994

Current Firm

FORTRESS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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