Scott Wellens
CRD Number: 5923727Current Firm: Fortress Planning Group
Compensation Model: Fee Only
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 Wellens, CFP® coaches clients toward a holistic view of wealth and family stewardship—beyond simple dollars and numbers… to the bigger picture of what’s possible.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortress Planning Group | Pewaukee, WI | Apr 2011 - Current | 13 |
| Airway Technologies, Inc. | Hebron, KY | Oct 2000 - Dec 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- KY
- WI
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Total Assets Under Management226MILLIONS
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Total Number of Accounts764ACCOUNTS
-
Average Account Value$296,211
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
KY
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