Michael Gerard Skowfoe

Employer firm

Fortress Wealth Planning CRD 307618

$794M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2002 → 01/2017
  Wachovia Bank, N.A.
  Pontevedra, FL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Ponte Vedra Beach, FL
• 11/2016 → 01/2017
  Wells Fargo Clearing Services, Llc
  Ponte Vedra Beach, FL
• 01/2017 → 06/2021
  Hightower Advisors, Llc
  Ponte Vedra Beach, FL
• 01/2017 → 06/2021
  Hightower Securities, Llc
  Ponte Vedra Beach, FL
• 06/2021 → Present
  Fortress Wealth Planning
  Ponte Vedra Beach, FL

Previous Registrations

• 2017-02-14 → 2021-06-30
  Hightower Advisors, Llc
  Ponte Vedra Beach, FL
• 2000-10-01 → 2017-01-19
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Charlotte, NC
  Ponte Vedra Beach, FL
  Ponte Vedra, FL
  Jacksonville, FL
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2012-03-15
• S63 Uniform Securities Agent State Law Examination
  1999-05-21