Fortress Planning Group Employee Directory

Q: What is Fortress Planning Group known for?

Fortress Planning Group was founded in 2011. Fortress Planning Group operates in the Financial Services industry.

Q: How many employees does Fortress Planning Group have currently?

Fortress Planning Group has approximately 3 employees.

Financial ServicesUnited States2-10 Employees

As an independent, fee-only, registered investment advisory firm, we are fiduciaries who are dedicated to coaching clients toward a holistic view of wealth and family stewardship.  Our work with families and individuals is about so much more than investing.  It is about creating a customized plan for where you are now and where you want to go.  It is a blueprint for your family fortress, for exceptional security and financial freedom for your family.

Find Fortress Planning Group employees' phone numbers or email addresses

Fortress Planning Group Global Highlights

North America
5

United States Of America
5

Fortress Planning Group's Leadership

B. D. C.
Investment Advisor & Partner
Mobile Phone
Email
K. S.
Financial Advisor & Partner
Mobile Phone
Email
D. L.
Financial Advisor And Founder
Mobile Phone
Email
S. W.
Financial Advisor & Founder
Mobile Phone
Email
J. S.
Principal
Mobile Phone
Email

Contact profiles from Fortress Planning Group

Name

Title

Contact Info

Location

Last Update

B. D. C.
Investment Advisor & Partner
Mobile Phone
Email
United StatesWisconsin
Sep 09, 2025
K. S.
Financial Advisor & Partner
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025
D. L.
Financial Advisor And Founder
Mobile Phone
Email
Oct 22, 2024
S. W.
Financial Advisor & Founder
Mobile Phone
Email
Oct 23, 2024
J. S.
Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Fortress Planning Group known for?

Fortress Planning Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in N27W23953 Paul Road, Suite 103 Pewaukee, WI 53072, US. Explore Fortress Planning Group's company overview page for more information.

What is Fortress Planning Group's most common email format?

Fortress Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fortress Planning Group email formats with LeadIQ.

How many employees does Fortress Planning Group have currently?

Fortress Planning Group has approximately 3 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Fortress Planning Group's key employees and leadership?

As of October 2025, Fortress Planning Group's key employees include:

Investment Advisor & Partner: B. D. C.
Financial Advisor & Partner: K. S.
Financial Advisor And Founder: D. L.
Financial Advisor & Founder: S. W.
Principal: J. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.