Brian D. Mann

FORTRESS FINANCIAL PARTNERS

FLORENCE, KY 41042

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CRD#: 5295623

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.

Brian Mann is also the Church Administrator of Florence Methodist Church, a religious organization located at 8585 Old Toll Rd, Florence, Kentucky. Florence Methodist Church is not an investment related business. Mr. Mann began this position in February 2024. In this role, Mr. Mann is responsible for finance, administration, and operations. He spends approximately twenty-five (25) hours weekly on this business, of which approximately ten (10) hours may occur during trading hours. The hours Mr. Mann spends in this position are flexible and do not interfere with the operation of Fortress Financial Partners LLC. Mr. Mann does not receive any compensation from investment-related activities in connection with this role.

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

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.

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)

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 65

Date: 1/8/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/27/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
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.

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Brian D. Mann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Mann's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS FINANCIAL PARTNERS

ORION PORTFOLIO SOLUTIONS, LLC

NATIONAL PENSION & GROUP CONSULTANTS, INC

MANN CAPITAL MANAGEMENT LLC

IFS FUND DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2024

Series 63

Date: 6/3/2011

Series 7

Date: 4/20/2012

Series 6

Date: 5/27/2011

Current Firm

FORTRESS FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTRESS FINANCIAL PARTNERS

TRUST BUT VERIFY

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