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FORTRESS PLANNING GROUP, LLC
FORTRESS PLANNING GROUP, LLC
FORTRESS PLANNING GROUP
PEWAUKEE, Wisconsin
·
3 registered advisors
·
CRD# 157900
SEC# 801-127572
1
262-264-5838
01
Firm Overview
AUM
$226M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at FORTRESS PLANNING GROUP, LLC
3 registered advisors
Brian David Cayon
PEWAUKEE, Wisconsin
CRD# 2961137
Kevin Robert Sandieson
PEWAUKEE, Wisconsin
CRD# 7059408
Scott William Wellens
PEWAUKEE, Wisconsin
CRD# 5923727
05
Office Locations
PEWAUKEE, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. FORTRESS PLANNING GROUP, LLC (CRD# 157900) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.