RIA Intelligence

FORTRESS PLANNING GROUP, LLC

Legal name: FORTRESS PLANNING GROUP

CRD #157900 SEC #801-127572 PEWAUKEE, WI 262-264-5838
SEC Registered
Total AUM
$279.1M
Discretionary
$279.1M
Employees
4
Clients
251
Accounts
792

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 5, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAYON, BRIAN, DAVIDIMEMBERC Control
CAYON, BRIAN, DAVIDIMEMBERC Control
CAYON, BRIAN, DAVIDIMEMBERC Control
CAYON, BRIAN, DAVIDIMEMBERC Control
CAYON, BRIAN, DAVIDIMEMBERC Control
Sandieson, Kevin, RobertICHIEF COMPLIANCE OFFICERC Control
Sandieson, Kevin, RobertICHIEF COMPLIANCE OFFICERC Control
Sandieson, Kevin, RobertICHIEF COMPLIANCE OFFICERC Control
Sandieson, Kevin, RobertICHIEF COMPLIANCE OFFICERC Control
Sandieson, Kevin, RobertICHIEF COMPLIANCE OFFICERC Control
WELLENS, SCOTT, WILLIAMIMANAGING MEMBERC Control
WELLENS, SCOTT, WILLIAMIMANAGING MEMBERC Control
WELLENS, SCOTT, WILLIAMIMANAGING MEMBERC Control
WELLENS, SCOTT, WILLIAMIMANAGING MEMBERC Control
WELLENS, SCOTT, WILLIAMIMANAGING MEMBERC Control

Registrations

Federal

IA
Feb 5, 2025 REGISTERED

Notice Filings (3)

KY TX WI

Address

N17W24222 RIVERWOOD DR.
SUITE 145
PEWAUKEE, WI 53188
United States
Phone: 262-264-5838