Fortress Planning Group

CRD 157900 · Pewaukee, WI · $345.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 157900
SEC number: 801-127572
Firm type: RIA
Assets under management: $345.3M as of Mar 2, 2026
Website: www.bestinwealth.com ↗
Phone: 262-264-5838
Address: N17w24222 Riverwood Dr., Pewaukee, WI, 53188

Advisors at this firm

5 in our index · page 1 of 1

Brian David CayonCRD 2961137 · Pewaukee, WI

IA Registered
Catherine Marie MilliganCRD 7884579 · Pewaukee, WI

IA Registered
Jake PerrineCRD 7538971 · Pewaukee, WI

IA RegisteredRegistration inactive
Kevin Robert SandiesonCRD 7059408 · Pewaukee, WI

IA Registered
Scott William WellensCRD 5923727 · Pewaukee, WI

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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