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Scott William Wellens

FORTRESS PLANNING GROUP, LLC·PEWAUKEE, Wisconsin
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N27W23953 PAUL RD, PEWAUKEE, WI 53072CRD# 5923727Firm CRD# 157900
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
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
No disclosures on file
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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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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