Joseph Nicholas
Investment adviser representative at Fortress Financial Group, LLC
10 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
10 years in the industry.
- Fortress Financial Group, LLCJun 2026 to now
- Hy-veeDec 2025 to May 2026
- Fortress Financial Group, LLCMay 2025 to Aug 2025
- Hy-veeMay 2023 to Apr 2025
- Drake UniversityAug 2022 to May 2026
- Customer Service ClerkDec 2021 to May 2023
- Hy-veeOct 2020 to Dec 2021
- StudentJun 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8292287
- Firm CRD
- 315329