Casey Rose
Financial advisor at Fortress Family Asset Management
Casey Rose has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Candor, North Carolina. Casey joined Fortress Family Asset Management in 2025, a firm offering financial planning and investment management. Fortress Family Asset Management reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Services through Fortress Family Asset Management
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowFortress Family Asset Management LLCCurrent firm
Questions to ask Casey
Tailored to Casey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Casey
How do I contact Casey?
Call Fortress Family Asset Management at 719-230-0041 and ask for Casey Rose. Casey works from the Candor, NC office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Casey hold?
Series 65. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Fortress Family Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.