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Brian David Mann

Fortress Financial Partners

Florence, KY

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Current Employers
Fortress Financial Partners

73 Cavalier Boulevard Ste 210, Florence, KY 41042 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-02
OH RA APPROVED 2024-09-11
  • KY RA
    APPROVED
    Since 2026-01-02
  • OH RA
    APPROVED
    Since 2024-09-11

Branch Locations

73 Cavalier Boulevard Ste 210, Florence, KY 41042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ftj Fundchoice, Llc Hebron KY 01/2010 06/2018
The Palomino Group Llc Florence KY 01/2017 12/2023
Fortress Financial Partners Llc Florence KY 11/2023 Present
Florence Methodist Church Florence KY 02/2024 02/2026
  • 01/2010 → 06/2018
    Ftj Fundchoice, Llc
    Hebron, KY
  • 01/2017 → 12/2023
    The Palomino Group Llc
    Florence, KY
  • 11/2023 → Present
    Fortress Financial Partners Llc
    Florence, KY
  • 02/2024 → 02/2026
    Florence Methodist Church
    Florence, KY
Previous Registrations
  • 2016-08-23 → 2018-06-22
    Orion Portfolio Solutions, Llc
    Hebron, KY
  • 2008-08-29 → 2009-03-18
    Mann Capital Management Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
S63 Uniform Securities Agent State Law Examination 2011-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08
  • S63 Uniform Securities Agent State Law Examination
    2011-06-03

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Arthur M Shields
ROBERT DANIEL BISHOP
Michael Mcgriff
MATTHEW ARNOLD KING
ANDREW ERWIN LUTSCH
MICHAEL WAYNE DUCKER
JENNIFER FAITH ANDERSON
GREGORY GOEBEL

Other Offices

CITIGROUP GLOBAL MARKETS INC. · FLORENCE, KY
J.P. MORGAN SECURITIES LLC · FLORENCE, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Erlanger, KY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Erlanger, KY
CETERA INVESTMENT ADVISERS LLC · FLORENCE, KY
AMERIPRISE FINANCIAL SERVICES, LLC · Florence, KY
OSAIC WEALTH, INC. · Florence, KY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Florence, KY

More in Florence, KY

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