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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-07
ND RA APPROVED 2026-07-27
  • FL RA
    APPROVED
    Since 2026-08-07
  • ND RA
    APPROVED
    Since 2026-07-27

Branch Locations

3788 55Th Ave S Ste 206, Fargo, ND 58104 • United States

Bismarck, ND • United States

Parrish, FL • United States

Fargo, ND • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Fortify Financial Group, Llc

3788 55Th Ave S Ste 206, Fargo, ND 58104 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-12
ND RA APPROVED 2022-07-19
  • MN RA
    APPROVED
    Since 2025-11-12
  • ND RA
    APPROVED
    Since 2022-07-19

Branch Locations

3788 55Th Ave S Ste 206, Fargo, ND 58104 • 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
Bank Of America/Merrill Lynch Fargo ND 11/2013 04/2019
Keystone Wealth Partners Bismark ND 05/2019 03/2022
Fortify Financial Group, Llc West Fargo ND 04/2022 07/2026
Savvy Fargo ND 07/2026 Present
  • 11/2013 → 04/2019
    Bank Of America/Merrill Lynch
    Fargo, ND
  • 05/2019 → 03/2022
    Keystone Wealth Partners
    Bismark, ND
  • 04/2022 → 07/2026
    West Fargo, ND
  • 07/2026 → Present
    Fargo, ND
Previous Registrations
Other Businesses

Fortify Financial Group, LLC, Investment Related, West Fargo, ND, serves as the DBA entity for work at Savvy, Wealth Manager, 07/08/2026, same hours as role at Savvy -this is the DBA for this role. In this role, she also performs tax preparation services (which takes 80 hrs/year).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-25
  • S66 Uniform Combined State Law Examination
    2014-08-25
Designations
Other Names
  • Kacie Lynn Holcomb
  • Kacie L Schulz

View on SEC IAPD

More in Fargo, ND

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