Luke Melvin Kroeplin
Investment adviser representative at Fortress Financial Group, LLC
7 yearsExperience
2 statesRegistered in
$352.3MFirm assets
5 yearsFirm in business
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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
7 years in the industry.
- Fortress Financial Group, LLCOct 2022 to now
- U.S. Bancorp Investments, Inc.Jan 2022 to Oct 2022
- U.S. BankJan 2022 to Oct 2022
- First Alliance Credit UnionDec 2020 to Dec 2021
- Wells Fargo Clearing Services LLCDec 2016 to Dec 2020
- Wells Fargo Bank NADec 2016 to Nov 2020
- United States Air ForceJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
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
- 6896718
- Firm CRD
- 315329