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Scott William Wellens

FORTRESS PLANNING GROUP, LLC·PEWAUKEE, Wisconsin
Clean recordFORTRESS PLANNING GROUP, LLC
N27W23953 PAUL RD, PEWAUKEE, WI 53072CRD# 5923727Firm CRD# 157900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott William Wellens · PEWAUKEE, WI
Registration
CRD #5923727 · FORTRESS PLANNING GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott William Wellens 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# 5923727
Firm CRD# 157900
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott William Wellens offer?
Scott William Wellens specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PEWAUKEE, Wisconsin for a consultation.
What are Scott William Wellens's credentials?
Scott William Wellens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott William Wellens located?
Scott William Wellens 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 Scott William Wellens charge for services?
Scott William Wellens'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
Kevin Robert Sandieson
PEWAUKEE, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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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