Kacie L. Schulz

FORTIFY FINANCIAL GROUP

FARGO, ND 58104

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CRD#: 6275987

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 and SAVVY 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 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

Fortify Financial Group, LLC, Investment Related, West Fargo, ND, serves as the DBA entity for work at Savvy, Wealth Manager, 07/08/2026, same hours as role at Savvy -this is the DBA for this role. In this role, she also performs tax preparation services (which takes 80 hrs/year).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kacie Lynn Schulz'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: 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

Current

July 27, 2026 - Present

SAVVY

Office #1: 3788 55th Ave S Suite 210, Fargo, ND 58104

RIA

CRD#: 318493

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

CRD#: 7691

FARGO, ND

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".

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 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

Minnesota
(11/12/2025)

IAR

North Dakota
(7/19/2022)

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: 8/25/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2014

General Securities Representative Examination

Current Firm

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	3,776
AUM (Assets Under Management)	$ 1,295,318,161

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

Kacie L. Schulz

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kacie Lynn Schulz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVVY

KEYSTONE WEALTH PARTNERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/28/2014

Current Firm

SAVVY

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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