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AR

Aidan Ryan

FORTRESS FINANCIAL GROUP
ROCHESTER, MN 55901
Some features on this profile are disabled
CRD#: 7924013
AR

Professional summary

Aidan Ryan is a registered financial advisor currently at FORTRESS FINANCIAL GROUP, LLC located in Rochester, Minnesota.

Aidan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aidan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Aidan Ryan'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

May 29, 2024 - Present

FORTRESS FINANCIAL GROUP, LLC

Office #1: 1610 14th Street Nw Suite 300, Rochester, MN 55901
RIA
CRD#: 315329
ROCHESTER, MN

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".
FF
FORTRESS FINANCIAL GROUP, LLC
FORTRESS FINANCIAL GROUP, LLC

CRD#: 315329 / SEC#: 801-122032

RIA
Registered Investment Advisory firm - (8/9/2021 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
Minnesota
(5/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2024
Uniform Investment Adviser Law Examination

Current Firm

FF
FORTRESS FINANCIAL GROUP, LLC
FORTRESS FINANCIAL GROUP, LLC

CRD#: 315329 / SEC#: 801-122032

RIA
Registered Investment Advisory firm - (8/9/2021 Approved)
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Contact information

Main Address
1610 14th Street Nw Suite 300, Rochester, MN 55901
Mailing Address
Phone number
(507) 529-1400
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTRESS FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts833
AUM (Assets Under Management)$ 303,722,600

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 GROUP, LLC

CRD#: 315329Rochester, MN 55901

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