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Kacie Lynn Schulz

Kacie L. Schulz

FORTIFY FINANCIAL GROUP
FARGO, ND 58104
Some features on this profile are disabled
CRD#: 6275987
Kacie Lynn Schulz

Professional summary

Kacie Lynn Schulz, CFP®, who also goes by Kacie Lynn Holcomb, Kacie L Schulz, is a registered financial advisor currently at FORTIFY FINANCIAL GROUP, LLC located in Fargo, North Dakota.

Kacie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kacie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kacie Lynn Holcomb | Kacie L Schulz

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.
Kacie Schulz is the Owner and Principal of Schulz Consulting Group, LLC, a non-profit consulting firm. Kacie Schulz does not receive commissions, and this business is not investment-advisory related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kacie Lynn Schulz'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

July 19, 2022 - Present

FORTIFY FINANCIAL GROUP, LLC

Office #1: 3788 55th Ave S Ste 206, Fargo, ND 58104
RIA
CRD#: 322197
FARGO, ND
Past

June 3, 2019 - March 11, 2022

KEYSTONE WEALTH PARTNERS LLC

RIA
CRD#: 171811
Bismark, ND
Past

September 2, 2014 - April 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FARGO, ND
Past

May 28, 2014 - April 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FARGO, ND

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
North Dakota
(7/19/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/2014
General Securities Representative Examination

Current Firm

FF
FORTIFY FINANCIAL GROUP, LLC
FORTIFY FINANCIAL GROUP, LLC

CRD#: 322197 / SEC#:

Minnesota
Registered Investment Advisory firm - (11/12/2025 Approved)
North Dakota
Registered Investment Advisory firm - (7/12/2022 Approved)
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Contact information

Main Address
3788 55th Ave S Ste 206, Fargo, ND 58104
Mailing Address
Phone number
(701) 361-1514
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts152
AUM (Assets Under Management)$ 14,500,000

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

FORTIFY FINANCIAL GROUP, LLC

CRD#: 322197Fargo, ND 58104

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