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Kevin Robert Sandieson

FORTRESS PLANNING GROUP, LLC·PEWAUKEE, Wisconsin
Clean recordFORTRESS PLANNING GROUP, LLC
N27W23953 PAUL RD, PEWAUKEE, WI 53072CRD# 7059408Firm CRD# 157900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Robert Sandieson · PEWAUKEE, WI
Registration
CRD #7059408 · FORTRESS PLANNING GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Robert Sandieson is a registered financial advisor based in PEWAUKEE, Wisconsin, affiliated with FORTRESS PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FORTRESS PLANNING GROUP, LLC
FORTRESS PLANNING GROUP
AUM
$226M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FORTRESS PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7059408
Firm CRD# 157900
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Robert Sandieson offer?
Kevin Robert Sandieson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PEWAUKEE, Wisconsin for a consultation.
What are Kevin Robert Sandieson's credentials?
Kevin Robert Sandieson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Robert Sandieson located?
Kevin Robert Sandieson is based in PEWAUKEE, Wisconsin, working with FORTRESS PLANNING GROUP, LLC. Their office serves clients in the PEWAUKEE metropolitan area and surrounding communities.
How does Kevin Robert Sandieson charge for services?
Kevin Robert Sandieson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTRESS PLANNING GROUP, LLC?
FORTRESS PLANNING GROUP, LLC has approximately 4 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORTRESS PLANNING GROUP, LLC

Brian David Cayon
PEWAUKEE, WI
Scott William Wellens
PEWAUKEE, WI

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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
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