Cody Wayne Schaefer
Investment adviser representative at Fortress Financial Group, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$352.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Fortress Financial Group, LLCSep 2021 to now
- Mayo ClinicFeb 2020 to Aug 2021
- Gabriel ChristensonApr 2018 to Jan 2020
- Northwestern MutualMay 2016 to Jan 2020
- StudentApr 2006 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Fortress Financial Group, LLC
$352.3MAssets managed
330Clients
8Advisers
5 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
- 6639022
- Firm CRD
- 315329