Jacob Collin Hagen-erickson
Investment adviser representative at Fortress Financial Group, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Fortress Financial Group, LLCMay 2024 to now
- Thrivent Investment Management Inc.Oct 2023 to May 2024
- Premier Bank MinnesotaJul 2021 to Sep 2023
- Premier Bank RochesterJun 2017 to Jul 2021
- Hy-veeJan 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7807623
- Firm CRD
- 315329