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BM

Brian D. Mann

FORTRESS FINANCIAL PARTNERS
FLORENCE, KY 41042
Some features on this profile are disabled
CRD#: 5295623
BM

Professional summary

Brian David Mann is a registered financial advisor currently at FORTRESS FINANCIAL PARTNERS located in Florence, Kentucky.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 5 firms and has passed the Series 65, Series 63, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Mann'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

August 29, 2024 - Present

FORTRESS FINANCIAL PARTNERS

Office #1: 73 Cavalier Boulevard Ste 210, Florence, KY 41042
RIA
CRD#: 328804
FLORENCE, KY
Past

August 23, 2016 - June 22, 2018

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 125446
Hebron, KY
Past

May 30, 2011 - July 27, 2012

NATIONAL PENSION & GROUP CONSULTANTS, INC

BD
CRD#: 613
KANSAS CITY, MO
Past

August 29, 2008 - March 18, 2009

MANN CAPITAL MANAGEMENT LLC

RIA
CRD#: 139402
FT. MITCHELL, KY
Past

March 5, 2007 - June 8, 2007

IFS FUND DISTRIBUTORS, INC.

BD
CRD#: 24075
CINCINNATI, OH

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
Kentucky
(8/29/2024)
IAR
Ohio
(9/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/3/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/27/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FORTRESS FINANCIAL PARTNERS
FORTRESS FINANCIAL PARTNERS | FORTRESS FINANCIAL PARTNERS LLC

CRD#: 328804 / SEC#:

Kentucky
Registered Investment Advisory firm - (8/29/2024 Approved)
Ohio
Registered Investment Advisory firm - (9/10/2024 Approved)
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Contact information

Main Address
73 Cavalier Boulevard Ste 210, Florence, KY 41042
Mailing Address
Phone number
(859) 346-5822
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 7,352,064

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.

Company Information

FORTRESS FINANCIAL PARTNERS

CRD#: 328804Florence, KY 41042

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