Scott W. Wellens
FORTRESS PLANNING GROUP
PEWAUKEE, WI 53188
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CRD#: 5923727
Professional summary
Scott William Wellens, CFP® is a registered financial advisor currently at FORTRESS PLANNING GROUP located in Pewaukee, Wisconsin.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Scott has worked at 1 firm and has passed the Series 65 exam.
Biography
Scott resides in Menomonee Falls with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board and leading the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.
Scott's mission is simple: to help other family stewards build and maintain their family fortress.
Scott brings energy and passion to the financial planning profession. Listen to his show The Best In Wealth Podcast!
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Estate Planning
Investment Planning
Social Security Planning
Retirement Income Management
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Baby Boomers
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Scott William Wellens's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
October 31, 2011 - Present
FORTRESS PLANNING GROUP
Office #1: N17w24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188RIA
CRD#: 157900
PEWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP | FORTRESS PLANNING GROUP, LLC
CRD#: 157900 / SEC#: 801-127572
RIA
Registered Investment Advisory firm - (5/19/2023 Approved)Kentucky
Registered Investment Advisory firm - (5/1/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (6/8/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(10/31/2011)
IAR
Wisconsin(7/13/2015)
Current Firm
FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP | FORTRESS PLANNING GROUP, LLC
CRD#: 157900 / SEC#: 801-127572
RIA
Registered Investment Advisory firm - (5/19/2023 Approved)Kentucky
Registered Investment Advisory firm - (5/1/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (6/8/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N17w24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188
Mailing Address
Phone number
(262) 264-5838
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 792 |
| AUM (Assets Under Management) | $ 279,072,572 |
Red Flags
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Company Information
FORTRESS PLANNING GROUP
CRD#: 157900Pewaukee, WI 53188TRUST BUT VERIFY
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