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Kenneth Gene Nesler

Fortress Financial Solutions, LLC

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About Kenneth Gene Nesler

Kenneth Nesler is a Certified Financial Planner and Investment Advisor Representative for Fortress Financial Solutions, LLC. Kenneth has been in the industry since 1993 and holds a Series 65 license. Kenneth has been with Fortress Financial Solutions, LLC since 2016 and is also a member of the United Way of Tucson and Southern Arizona. Kenneth specializes in providing financial planning and portfolio management services for individuals and families.

Firm Information

Kenneth Nesler is currently registered with Fortress Financial Solutions, LLC. Fortress Financial Solutions, LLC is an investment advisor with 6 investment advisor representatives. The firm has approximately $120,793,268 in regulatory assets under management. Fortress Financial Solutions, LLC provides financial planning and portfolio management for individuals. The firm has a total of 665 client accounts, with 45 high-net-worth individuals, 206 individuals other than high-net-worth, and 6 pension and profit-sharing plans.

$120.79M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Nesler’s Registration & Firm History

AZ

11/09/2021 - Present

Fortress Financial Solutions, LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 06/04/1993

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Gene Nesler.
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