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Joseph Nicholas

Fortress Financial Group, LLC

Rochester, MN

CRD 8292287

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Employer firm

Fortress Financial Group, LLC CRD 315329

$352M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • EDUCATIONAL BOOK

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

Current Employers
Fortress Financial Group, Llc

1610 14Th Street Nw Suite 300, Rochester, MN 55901 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-16
  • MN RA
    APPROVED
    Since 2026-06-16

Branch Locations

1610 14Th Street Nw Suite 300, Rochester, MN 55901 • 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
Fortress Financial Group, Llc Rochester MN 06/2026 Present
Hy-Vee West Des Moines IA 12/2025 05/2026
Fortress Financial Group, Llc Rochester MN 05/2025 08/2025
Hy-Vee Savage MN 05/2023 04/2025
Customer Service Clerk Savage MN 12/2021 05/2023
Hy-Vee Savage MN 10/2020 12/2021
Drake University Des Moines IA 08/2022 05/2026
Student Savage MN 06/2016 05/2022
  • 06/2026 → Present
    Fortress Financial Group, Llc
    Rochester, MN
  • 12/2025 → 05/2026
    Hy-Vee
    West Des Moines, IA
  • 05/2025 → 08/2025
    Fortress Financial Group, Llc
    Rochester, MN
  • 05/2023 → 04/2025
    Hy-Vee
    Savage, MN
  • 12/2021 → 05/2023
    Customer Service Clerk
    Savage, MN
  • 10/2020 → 12/2021
    Hy-Vee
    Savage, MN
  • 08/2022 → 05/2026
    Drake University
    Des Moines, IA
  • 06/2016 → 05/2022
    Student
    Savage, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-24
  • S65 Uniform Investment Adviser Law Examination
    2026-01-24

View on SEC IAPD

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DAVID ALLEN OLSON
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Nearby Offices

MORGAN STANLEY · ROCHESTER, MN
MML INVESTORS SERVICES, LLC · ROCHESTER, MN
MARINER · Rochester, MN

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