TrueAdvisor
TrueAdvisor
TN
CFP
TN
CFP

Timothy James Nanson

Fortress Wealth Management, INC.
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Fortress Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
274 clients
Average Client Portfolio
$983K average
Assets Under Management
$269.3M

Fee Structure

Location

9696 Culver Blvd Suite 301, Culver City, CA, 90232

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fortress Wealth Management, INC.
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Womack Wealth Management, INC.
November 2014 - June 2017 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
July 2010 - August 2011 · 1 yr 1 mo
Lamia Financial Group, LLC
November 2008 - June 2010 · 1 yr 7 mos
Gold Coast Securities, INC.
September 2007 - September 2009 · 2 yrs
State Registrations2 states
CAMN
Advisor
Exams
No exam information available for this advisor.