Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jennifer Gaura (CRD# 3256876) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Hales Corners, WI and has over 16 years of experience in the finance industry.
Scott Wellens (CRD# 5923727) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry. Scott is also the host of "best in Wealth" - a weekly podcast covering financial planning and retirement topics. Find the podcast at www.bestinwealth.com
Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott...