Oisin Thompson has been an investment adviser representative at Fortress Wealth Planning since August 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- Fortress Wealth PlanningCurrent– present · under a yearJacksonville Beach, FL · Adviser representative · Firm CRD 307618
Investment adviser representative registrations
Oisin Thompson is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 7 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7066202
- Firm
- Fortress Wealth Planning · CRD 307618
- Office
- 1400 MARSH LANDING PKWY., SUITE 112, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Oisin Thompson work?
Oisin Thompson is an investment adviser representative registered through Fortress Wealth Planning, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Oisin Thompson a financial advisor?
Yes. Oisin Thompson has a current investment-adviser registration in Florida, through Fortress Wealth Planning since August 2026.
How many years of experience does Oisin Thompson have?
Oisin Thompson has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Oisin Thompson passed?
Oisin Thompson passed the Series 65 in August 2026.
Where is Oisin Thompson based?
Oisin Thompson’s registered office is in Jacksonville Beach, FL.
Is Oisin Thompson registered with FINRA?
No. Oisin Thompson has no current broker registration.
How can I verify Oisin Thompson’s record?
Search CRD 7066202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Oisin Thompson’s full registration record.
