Christy Knotz has been Executive Officer of Fortress Financial Solutions since February 2025, is not listed as a control person, but directly owns under 5% of the firm. Christy Knotz holds a Bachelor of Science in Global Business from Arizona State University.
Fortress Financial Solutions, LLC is a Tucson, AZ firm with $142M under management, 279 clients and 8 advisers in one office, as of its April 2026 filing.
Christy Knotz is Advisor of Fortress. She has over 15 years of experience in the financial industry and is an active member of the Southern Arizona Estate Planning Council.
Christy Knotz’s longest registration was 5 years at Schwab Private Client Investment Advisory, Inc. (2015–2020). Before joining Fortress Financial Solutions in 2025, Christy Knotz was registered through LPL Financial LLC and Vanguard Advisers, Inc.
- – present · 1 yearTucson, AZ · Adviser representative · Firm CRD 143969
- LPL Financial LLC– · 1 yearTucson, AZ · Adviser representative · Firm CRD 6413
- Vanguard Advisers, Inc.– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 106715
- Schwab Private Client Investment Advisory, Inc.– · 5 yearsPhoenix, AZ · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
Professional designations
Listed by Fortress Financial Solutions
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christy Knotz is registered as an investment adviser representative in Arizona, since February 2025.
- ArizonaSince 24 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 23 December 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 9 October 2013 |
| Series 66 | Uniform Combined State Law Examination | 30 November 2011 |
| Series 7 | General Securities Representative Examination | 12 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christy Ann Knotz
- CRD
- 5783084
- Firm
- Fortress Financial Solutions · CRD 143969
- Role
- Executive Officer
- Office
- 4640 EAST SUNRISE DRIVE, SUITE 211, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresscompany.com
Where does Christy Knotz work?
Christy Knotz has been Executive Officer of Fortress Financial Solutions, LLC since February 2025.
Is Christy Knotz a financial advisor?
Yes. Christy Knotz has a current investment-adviser registration in Arizona, through Fortress Financial Solutions since February 2025.
How many years of experience does Christy Knotz have?
Christy Knotz has 14 years in the financial industry, since May 2012, across 5 adviser firms.
What exams has Christy Knotz passed?
Christy Knotz has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in July 2011. FINRA credited Christy Knotz with the SIE, which began in October 2018.
Where did Christy Knotz work before Fortress Financial Solutions?
Before Fortress Financial Solutions, Christy Knotz was registered through LPL Financial LLC, November 2023 to December 2024; Vanguard Advisers, Inc., October 2020 to March 2023; Schwab Private Client Investment Advisory, Inc., February 2015 to September 2020; Charles Schwab & Co., Inc., December 2011 to March 2015.
Where is Christy Knotz based?
Christy Knotz’s registered office is in Tucson, AZ.
Is Christy Knotz registered with FINRA?
No. Christy Knotz has no current broker registration.
Is Christy Knotz a CFP?
Fortress Financial Solutions lists Christy Knotz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Christy Knotz’s record?
Search CRD 5783084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christy Knotz’s full registration record.
