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Scott William Wellens

FORTRESS PLANNING GROUP, LLC·PEWAUKEE, Wisconsin
Series 65Clean record14 years registeredFORTRESS 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

FORTRESS PLANNING GROUP
Oct 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 31, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTRESS PLANNING GROUP, LLC
CRD 157900 · SEC 801-127572
AUM
$226M
Regulatory assets under management
Employees
4
764 client accounts
Services offered by FORTRESS PLANNING GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORTRESS PLANNING GROUP, LLC →
Introduction

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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

Kevin Robert Sandieson
PEWAUKEE, WI
Brian David Cayon
PEWAUKEE, WI

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