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
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...
Jonathan Smucker (CRD# 6163725) is a Portfolio Manager working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.
Robert Wickenkamp AIF®, RICP® (CRD# 2756495) founded RJW Investment Consultants in order to help clients pursue financial freedom. He offers over 20 years of financial services experience and currently holds FINRA Series 7, 63, and 66 licenses along with the Accredited Investment Fiduciary® (AIF®) and Retirement Income Certified Professional (RICP®) designations.
RJW is an independent financial services firm focused on preserving and protecting what matters most to you. Through our relationship with Cambridge, one of the most respected independent broker dealers in the industry, we have the...
Robert Bukowski (CRD# 1005454) is an Investment Advisor Representative working at Alpha Investment Consulting Group, LLC in Milwaukee, WI and has over 37 years of experience in the finance industry.
Robert King (CRD# 2774343) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 21 years of experience in the finance industry.