Michael G. Skowfoe

FORTRESS WEALTH PLANNING

PONTE VEDRA BEACH, FL 32082

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CRD#: 3115056

Professional summary

Michael Gerard Skowfoe is a registered financial advisor currently at FORTRESS WEALTH PLANNING located in Ponte Vedra Beach, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

OFF DA HOOK, LLC; NOT INVESTMENT RELATED; JACKSONVILLE, FL; LLC FOR A BOAT; 100% OWNERSHIP; START DATE = 06/12/2012; NO TIME DEVOTED. BLACK CREEK CAPITAL LLC, INV RELATED, GREEN COVE SPRINGS, FL, 25% OWNER, START: 8/2015, 0 HOURS, NO DUTIES, PASSIVE INVESTOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gerard Skowfoe'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®

None

Experience

Current

August 18, 2021 - Present

FORTRESS WEALTH PLANNING

Office #1: 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082

RIA

CRD#: 307618

PONTE VEDRA BEACH, FL

Past

February 14, 2017 - June 30, 2021

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Ponte Vedra Beach, FL

Past

January 12, 2017 - June 30, 2021

HIGHTOWER SECURITIES, LLC

CRD#: 116681

PONTE VEDRA BEACH, FL

Past

October 1, 2000 - January 19, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PONTE VEDRA BEACH, FL

Past

October 1, 2000 - January 19, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PONTE VEDRA BEACH, FL

Past

April 14, 1999 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

September 1, 1998 - March 19, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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 PLANNING

FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC

CRD#: 307618 / SEC#: 801-120349

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

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

Florida
(8/18/2021)

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: 3/15/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC

CRD#: 307618 / SEC#: 801-120349

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

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Contact information

Main Address

814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 301-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWP WRAP FEE BROCHURE (3/26/2025)

FWP ADV PART 2A AND 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	617
AUM (Assets Under Management)	$ 615,681,673

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/29/2025	Cover Page	Report

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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Michael G. Skowfoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gerard Skowfoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

FORTRESS WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2012

Series 63

Date: 5/21/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2006

Series 6

Date: 8/31/1998

Current Firm

FORTRESS WEALTH PLANNING

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTRESS WEALTH PLANNING

TRUST BUT VERIFY

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