Timothy Steven Smisek
Investment adviser representative at Fortress Wealth Group
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$439.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fortress Wealth Group, LLCJan 2021 to now
- Moors & Cabot, Inc.Sep 2014 to Dec 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fortress Wealth Group
Legal name: Fwg Holdings, LLC
$439.1MAssets managed
384Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2752765
- Firm CRD
- 308968