Christy Ann Knotz
Investment adviser representative at Fortress Financial Solutions, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$142MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Fortress Financial Solutions, LLCJan 2025 to now
- LPL Financial LLCNov 2023 to Dec 2024
- American Family InsuranceMay 2023 to Nov 2023
- UnemployedApr 2023 to May 2023
- The Vanguard Group, Inc.Sep 2020 to Mar 2023
- Schwab Private Client Investment Advisory Inc.Feb 2015 to Sep 2020
- Charles Schwab & Co., IncApr 2010 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Fortress Financial Solutions, LLC
$142MAssets managed
279Clients
7Advisers
1 yearIn 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
- 5783084
- Firm CRD
- 143969