Luke Kroeplin is a registered investment advisor at Fortress Financial Group, LLC, based in Rochester, MN, with 6 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 330 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.45% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed rate schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
1610 14th Street Nw, Suite 300, Rochester, MN, 55901
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Luke is a 19% owner of True North Athletics, a batting cage franchise, spending minimal time on bookkeeping and facility maintenance. He also serves as a Master Sergeant in the Air Force Reserves, dedicating about 10% of his time, and is a Fire Civil Service Commissioner, spending minimal time attending meetings.
Employment History
Current Registrations
Fortress Financial Group, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.