Michael Skowfoe has been Partner of Fortress Wealth Planning since January 2017, is a control person of the firm and directly owns between 25% and 50% of it. Michael Skowfoe holds a Bachelor of Business Administration in Corporate Finance and Economics from the University of North Florida.
Fortress Wealth Planning, LLC is a Jacksonville Beach, FL firm with $794M under management, 161 clients and 6 advisers in one office, as of its August 2026 filing.
Michael Skowfoe is Wealth Advisor and Founding Partner of Fortress Wealth Planning, based in Jacksonville Beach, Florida. He helps business owners feel confident that their retirement is on track so they can get back to running their business. His career began in 1998 and included time at Wells Fargo Bank, most recently in its Private Bank as a Senior Vice President and Wealth Advisor.
Michael Skowfoe’s longest registration was 16 years at Wells Fargo Clearing Services, LLC (2000–2017). Before joining Fortress Wealth Planning in 2021, Michael Skowfoe was registered through Hightower Advisors, LLC and Wells Fargo Clearing Services, LLC.
- Fortress Wealth PlanningCurrent– present · 5 yearsJacksonville Beach, FL · Adviser representative · Firm CRD 307618
- Hightower Advisors, LLC– · 4 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 145323
- Wells Fargo Clearing Services, LLC– · 16 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Michael Skowfoe is registered as an investment adviser representative in Florida, since August 2021.
- FloridaSince 18 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 March 2012 |
| Series 7 | General Securities Representative Examination | 21 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 May 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Gerard Skowfoe
- CRD
- 3115056
- Firm
- Fortress Wealth Planning · CRD 307618
- Role
- Partner
- Office
- 1400 MARSH LANDING PKWY., SUITE 112, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- November 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresswealthplanning.com
Where does Michael Skowfoe work?
Michael Skowfoe has been Partner of Fortress Wealth Planning, LLC since January 2017, and is a control person of the firm.
Is Michael Skowfoe a financial advisor?
Yes. Michael Skowfoe has a current investment-adviser registration in Florida, through Fortress Wealth Planning since August 2021.
How many years of experience does Michael Skowfoe have?
Michael Skowfoe has 27 years in the financial industry, since November 1998, across 3 adviser firms.
What exams has Michael Skowfoe passed?
Michael Skowfoe has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1998. FINRA credited Michael Skowfoe with the SIE, which began in October 2018.
Where did Michael Skowfoe work before Fortress Wealth Planning?
Before Fortress Wealth Planning, Michael Skowfoe was registered through Hightower Advisors, LLC, February 2017 to June 2021; Wells Fargo Clearing Services, LLC, October 2000 to January 2017.
Where is Michael Skowfoe based?
Michael Skowfoe’s registered office is in Jacksonville Beach, FL.
Is Michael Skowfoe registered with FINRA?
No. Michael Skowfoe has no current broker registration.
How can I verify Michael Skowfoe’s record?
Search CRD 3115056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Skowfoe’s full registration record.
