Active
FORTRESS PLANNING GROUP
Investment Advice|PEWAUKEE, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$279.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 279.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157900 |
| SEC Number | 801-127572 |
| Street Address | N17W24222 RIVERWOOD DR. |
| Street Address 2 | SUITE 145 |
| Location | PEWAUKEE, WI 53188 |
| Country | United States |
| Phone | 262-264-5838 |
| Total Employees | 4 |
Client Count by Type (261 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 212 |
| High Net Worth Individual… | 49 |
Community Partners
BROOKFIELD WI
CHENEQUA VILLAGE OF
CITY OF BROOKFIELD
CITY OF DELAFIELD
CITY OF MUSKEGO
CITY OF NEW BERLIN
CITY OF PEWAUKEE
CITY OF WAUKESHA
COUNTY OF WAUKESHA
MERTON, TOWN OF
OCONOMOWOC PROFESSIONAL POLICE CHARITABLE GOLF OUT
TOWN OF BROOKFIELD
TOWN OF DELAFIELD
TOWN OF EAGLE
TOWN OF GENESEE
TOWN OF MERTON
TOWN OF MUKWONAGO
TOWN OF OCONOMOWOC
TOWN OF OTTAWA
VILLAGE OF BIG BEND
BROOKFIELD WI
CHENEQUA VILLAGE OF
CITY OF BROOKFIELD
CITY OF DELAFIELD
CITY OF MUSKEGO
CITY OF NEW BERLIN
CITY OF PEWAUKEE
CITY OF WAUKESHA
COUNTY OF WAUKESHA
MERTON, TOWN OF
OCONOMOWOC PROFESSIONAL POLICE CHARITABLE GOLF OUT
TOWN OF BROOKFIELD
TOWN OF DELAFIELD
TOWN OF EAGLE
TOWN OF GENESEE
TOWN OF MERTON
TOWN OF MUKWONAGO
TOWN OF OCONOMOWOC
TOWN OF OTTAWA
VILLAGE OF BIG BEND
BROOKFIELD WI
CHENEQUA VILLAGE OF
CITY OF BROOKFIELD
CITY OF DELAFIELD
CITY OF MUSKEGO
CITY OF NEW BERLIN
CITY OF PEWAUKEE
CITY OF WAUKESHA
COUNTY OF WAUKESHA
MERTON, TOWN OF
OCONOMOWOC PROFESSIONAL POLICE CHARITABLE GOLF OUT
TOWN OF BROOKFIELD
TOWN OF DELAFIELD
TOWN OF EAGLE
TOWN OF GENESEE
TOWN OF MERTON
TOWN OF MUKWONAGO
TOWN OF OCONOMOWOC
TOWN OF OTTAWA
VILLAGE OF BIG BEND
Municipal Government
39 Active
39
Organizations
ASHIPPUN LAKE PROTECTION AND REHABILITATION DISTRICT
BIG MUSKEGO LAKE-BASS BAY PROTECTION AND REHABILITATION DISTRICT
BLACKHAWK AREA SANITARY DISTRICT
BROOKFIELD SANITARY DISTRICT 4
DELAFIELD-HARTLAND WATER POLLUTION CONTROL COMMISSION
EAGLE SPRING LAKE MANAGEMENT DISTRICT
FOWLER LAKE PROTECTION AND REHABILITATION DISTRICT 2
LAC LA BELLE LAKE MANAGEMENT DISTRICT
LAKE COUNTRY FIRE & RESCUE
LAKE DENOON LAKE DISTRICT
LAKE KEESUS MANAGEMENT DISTRICT
LAKE PEWAUKEE SANITARY DISTRICT
LINNIE LAC MANAGEMENT DISTRICT
LISBON (TOWN OF) SANITARY DISTRICT 1
LITTLE MUSKEGO LAKE PROTECTION AND REHABILITATION DISTRICT
LOWER GENESEE LAKE MANAGEMENT DISTRICT
MARY LANE SANITARY DISTRICT
MENOMONEE FALLS COMMUNITY DEVELOPMENT AUTHORITY
MERTON (TOWN OF) SANITARY DISTRICT 1
MIDDLE GENESEE LAKE MANAGEMENT DISTRICT
ASHIPPUN LAKE PROTECTION AND REHABILITATION DISTRICT
BIG MUSKEGO LAKE-BASS BAY PROTECTION AND REHABILITATION DISTRICT
BLACKHAWK AREA SANITARY DISTRICT
BROOKFIELD SANITARY DISTRICT 4
DELAFIELD-HARTLAND WATER POLLUTION CONTROL COMMISSION
EAGLE SPRING LAKE MANAGEMENT DISTRICT
FOWLER LAKE PROTECTION AND REHABILITATION DISTRICT 2
LAC LA BELLE LAKE MANAGEMENT DISTRICT
LAKE COUNTRY FIRE & RESCUE
LAKE DENOON LAKE DISTRICT
LAKE KEESUS MANAGEMENT DISTRICT
LAKE PEWAUKEE SANITARY DISTRICT
LINNIE LAC MANAGEMENT DISTRICT
LISBON (TOWN OF) SANITARY DISTRICT 1
LITTLE MUSKEGO LAKE PROTECTION AND REHABILITATION DISTRICT
LOWER GENESEE LAKE MANAGEMENT DISTRICT
MARY LANE SANITARY DISTRICT
MENOMONEE FALLS COMMUNITY DEVELOPMENT AUTHORITY
MERTON (TOWN OF) SANITARY DISTRICT 1
MIDDLE GENESEE LAKE MANAGEMENT DISTRICT
ASHIPPUN LAKE PROTECTION AND REHABILITATION DISTRICT
BIG MUSKEGO LAKE-BASS BAY PROTECTION AND REHABILITATION DISTRICT
BLACKHAWK AREA SANITARY DISTRICT
BROOKFIELD SANITARY DISTRICT 4
DELAFIELD-HARTLAND WATER POLLUTION CONTROL COMMISSION
EAGLE SPRING LAKE MANAGEMENT DISTRICT
FOWLER LAKE PROTECTION AND REHABILITATION DISTRICT 2
LAC LA BELLE LAKE MANAGEMENT DISTRICT
LAKE COUNTRY FIRE & RESCUE
LAKE DENOON LAKE DISTRICT
LAKE KEESUS MANAGEMENT DISTRICT
LAKE PEWAUKEE SANITARY DISTRICT
LINNIE LAC MANAGEMENT DISTRICT
LISBON (TOWN OF) SANITARY DISTRICT 1
LITTLE MUSKEGO LAKE PROTECTION AND REHABILITATION DISTRICT
LOWER GENESEE LAKE MANAGEMENT DISTRICT
MARY LANE SANITARY DISTRICT
MENOMONEE FALLS COMMUNITY DEVELOPMENT AUTHORITY
MERTON (TOWN OF) SANITARY DISTRICT 1
MIDDLE GENESEE LAKE MANAGEMENT DISTRICT
Special District
35 Active
35
Organizations
ARROWHEAD UNION HIGH SCHOOL DISTRICT
COOPERATIVE EDUCATIONAL SERVICE AGENCY NO 1
ELMBROOK SCHOOL DISTRICT
HAMILTON SCHOOL DISTRICT
HARTLAND-LAKESIDE JOINT SCHOOL DISTRICT 3
KETTLE MORAINE SCHOOL DISTRICT
LAKE COUNTRY SCHOOL DISTRICT
MENOMONEE FALLS SCHOOL DISTRICT
MERTON COMMUNITY SCHOOL DISTRICT
MUKWONAGO SCHOOL DISTRICT
MUSKEGO-NORWAY SCHOOL DISTRICT
NEW BERLIN SCHOOL DISTRICT 14
NORRIS SCHOOL
NORTH LAKE SCHOOL DISTRICT
PEWAUKEE SCHOOL DISTRICT
RICHMOND SCHOOL DISTRICT
SWALLOW SCHOOL DISTRICT
WAUKESHA SCHOOL DISTRICT
WAUKESHA TECHNICAL COLLEGE DISTRICT
ARROWHEAD UNION HIGH SCHOOL DISTRICT
COOPERATIVE EDUCATIONAL SERVICE AGENCY NO 1
ELMBROOK SCHOOL DISTRICT
HAMILTON SCHOOL DISTRICT
HARTLAND-LAKESIDE JOINT SCHOOL DISTRICT 3
KETTLE MORAINE SCHOOL DISTRICT
LAKE COUNTRY SCHOOL DISTRICT
MENOMONEE FALLS SCHOOL DISTRICT
MERTON COMMUNITY SCHOOL DISTRICT
MUKWONAGO SCHOOL DISTRICT
MUSKEGO-NORWAY SCHOOL DISTRICT
NEW BERLIN SCHOOL DISTRICT 14
NORRIS SCHOOL
NORTH LAKE SCHOOL DISTRICT
PEWAUKEE SCHOOL DISTRICT
RICHMOND SCHOOL DISTRICT
SWALLOW SCHOOL DISTRICT
WAUKESHA SCHOOL DISTRICT
WAUKESHA TECHNICAL COLLEGE DISTRICT
ARROWHEAD UNION HIGH SCHOOL DISTRICT
COOPERATIVE EDUCATIONAL SERVICE AGENCY NO 1
ELMBROOK SCHOOL DISTRICT
HAMILTON SCHOOL DISTRICT
HARTLAND-LAKESIDE JOINT SCHOOL DISTRICT 3
KETTLE MORAINE SCHOOL DISTRICT
LAKE COUNTRY SCHOOL DISTRICT
MENOMONEE FALLS SCHOOL DISTRICT
MERTON COMMUNITY SCHOOL DISTRICT
MUKWONAGO SCHOOL DISTRICT
MUSKEGO-NORWAY SCHOOL DISTRICT
NEW BERLIN SCHOOL DISTRICT 14
NORRIS SCHOOL
NORTH LAKE SCHOOL DISTRICT
PEWAUKEE SCHOOL DISTRICT
RICHMOND SCHOOL DISTRICT
SWALLOW SCHOOL DISTRICT
WAUKESHA SCHOOL DISTRICT
WAUKESHA TECHNICAL COLLEGE DISTRICT
School District
19 Active
19
Organizations
11TH MAN CLUB INC
12PLUS1
132 BREESE TERRACE CORPORATION
1530 PROJECT INC
1936 MACARTHUR INC
1ST CLASS EXPRESS CREDIT UNION
2-3 MATHEMATICS INC
24UP INC
4724 CHARITIES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
620 SUMMIT, INC.
88CHARLIES
90 KENWOOD CHAPTER
AARAMBH - INDIAN DANCE SCHOOL INC
AARON COY ENTREPRENEURSHIP FOUNDATION INC
ABBOT MACHINE COMPANY CHARITABLE
11TH MAN CLUB INC
12PLUS1
132 BREESE TERRACE CORPORATION
1530 PROJECT INC
1936 MACARTHUR INC
1ST CLASS EXPRESS CREDIT UNION
2-3 MATHEMATICS INC
24UP INC
4724 CHARITIES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
620 SUMMIT, INC.
88CHARLIES
90 KENWOOD CHAPTER
AARAMBH - INDIAN DANCE SCHOOL INC
AARON COY ENTREPRENEURSHIP FOUNDATION INC
ABBOT MACHINE COMPANY CHARITABLE
11TH MAN CLUB INC
12PLUS1
132 BREESE TERRACE CORPORATION
1530 PROJECT INC
1936 MACARTHUR INC
1ST CLASS EXPRESS CREDIT UNION
2-3 MATHEMATICS INC
24UP INC
4724 CHARITIES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
620 SUMMIT, INC.
88CHARLIES
90 KENWOOD CHAPTER
AARAMBH - INDIAN DANCE SCHOOL INC
AARON COY ENTREPRENEURSHIP FOUNDATION INC
ABBOT MACHINE COMPANY CHARITABLE
Nonprofit Organization
2212 Active
2212
Organizations
Community Partners143 organizations
BROOKFIELD WI
Municipal Government·BROOKFIELD
CHENEQUA VILLAGE OF
Municipal Government·HARTLAND
CITY OF DELAFIELD
Municipal Government·DELAFIELD
CITY OF NEW BERLIN
Municipal Government·NEW BERLIN
CITY OF PEWAUKEE
Municipal Government·PEWAUKEE
CITY OF WAUKESHA
Municipal Government·WAUKESHA
MERTON, TOWN OF
Municipal Government·HARTLAND
OCONOMOWOC PROFESSIONAL POLICE CHARITABLE GOLF OUT
Municipal Government·OCONOMOWOC
TOWN OF EAGLE
Municipal Government·EAGLE
VILLAGE OF BUTLER
Municipal Government·BUTLER
VILLAGE OF ELM GROVE
Municipal Government·ELM GROVE
VILLAGE OF HARTLAND
Municipal Government·HARTLAND
VILLAGE OF LAC LA BELLE
Municipal Government·OCONOMOWOC
VILLAGE OF LISBON
Municipal Government·SUSSEX
VILLAGE OF MERTON
Municipal Government·MERTON
VILLAGE OF VERNON
Municipal Government·BIG BEND
VILLAGE OF WALES
Municipal Government·WALES
VILLAGE OF WAUKESHA
Municipal Government·WAUKESHA
ASHIPPUN LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·OCONOMOWOC
BIG MUSKEGO LAKE-BASS BAY PROTECTION AND REHABILITATION DISTRICT
Special District·MUSKEGO
BLACKHAWK AREA SANITARY DISTRICT
Special District·OCONOMOWOC
BROOKFIELD SANITARY DISTRICT 4
Special District·BROOKFIELD
FOWLER LAKE PROTECTION AND REHABILITATION DISTRICT 2
Special District·OCONOMOWOC
LAKE COUNTRY FIRE & RESCUE
Special District·DELAFIELD
LINNIE LAC MANAGEMENT DISTRICT
Special District·NEW BERLIN
LISBON (TOWN OF) SANITARY DISTRICT 1
Special District·MENOMONEE FALLS
LITTLE MUSKEGO LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·MUSKEGO
LOWER GENESEE LAKE MANAGEMENT DISTRICT
Special District·PEWAUKEE
MARY LANE SANITARY DISTRICT
Special District·OCONOMOWOC
MERTON (TOWN OF) SANITARY DISTRICT 1
Special District·HARTLAND
MIDDLE GENESEE LAKE MANAGEMENT DISTRICT
Special District·OCONOMOWOC
MUSKEGO (CITY OF) COMMUNITY DEVELOPMENT AUTHORITY
Special District·MUSKEGO
NEW BERLIN HOUSING AUTHORITY
Special District·WAUKESHA
SCHOOL SECTION LAKE MANAGEMENT DISTRICT
Special District·DOUSMAN
SOUTHEASTERN WISCONSIN REGIONAL PLANNING COMMISSION
Special District·WAUKESHA
SPRING BROOK WATERSHED LAKE MANAGEMENT DISTRICT
Special District·WILLOW SPRINGS DR
SUMMIT SANITARY DISTRICT 1
Special District·SUMMIT
UPPER NEMAHBIN LAKE MANAGEMENT DISTRICT
Special District·DELAFIELD
WAUKESHA WATER UTILITY
Special District·WAUKESHA
COOPERATIVE EDUCATIONAL SERVICE AGENCY NO 1
School District·PEWAUKEE
LAKE COUNTRY SCHOOL DISTRICT
School District·HARTLAND
NORRIS SCHOOL
School District·MUKWONAGO
11TH MAN CLUB INC
Nonprofit Organization·New Berlin
12PLUS1
Nonprofit Organization·WAUKESHA
132 BREESE TERRACE CORPORATION
Nonprofit Organization·Sussex
1530 PROJECT INC
Nonprofit Organization·Hartland
1936 MACARTHUR INC
Nonprofit Organization·Waukesha
1ST CLASS EXPRESS CREDIT UNION
Nonprofit Organization·WAUKESHA
2-3 MATHEMATICS INC
Nonprofit Organization·Hartland
24UP INC
Nonprofit Organization·NEW BERLIN
4724 CHARITIES
Nonprofit Organization·New Berlin
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Waukesha
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Waukesha
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mukwonago
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Waukesha
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Waukesha
620 SUMMIT, INC.
Nonprofit Organization·PEWAUKEE
88CHARLIES
Nonprofit Organization·eagle
90 KENWOOD CHAPTER
Nonprofit Organization·Sussex
AARAMBH - INDIAN DANCE SCHOOL INC
Nonprofit Organization·Waukesha
AARON COY ENTREPRENEURSHIP FOUNDATION INC
Nonprofit Organization·Hartland
ABBOT MACHINE COMPANY CHARITABLE
Nonprofit Organization·SUSSEX
A BETTER DELAFIELD
Nonprofit Organization·Delafield
ACCIDENT SCENE MANAGEMENT INC
Nonprofit Organization·BIG BEND
ACCOMPANY OF KIDS INC
Nonprofit Organization·MENOMONEE FALLS
ACROSS THE WAY - CHRISTIAN RESOURCE CENTER INC
Nonprofit Organization·NEW BERLIN
ADAPT CYCLING INC
Nonprofit Organization·Mukwonago
ADAPTIVE COMMUNITY APPROACH PROGRAM INC
Nonprofit Organization·WAUKESHA
ADDICTION RESOURCE COUNCIL INC
Nonprofit Organization·PEWAUKEE
ADDISON DOGS
Nonprofit Organization·WAUKESHA
Adel B Korkor MD Foundation for Mental Health Inc
Nonprofit Organization·Delafield
A D FOUNDATION
Nonprofit Organization·PEWAUKEE
AD MISSION
Nonprofit Organization·Dousman
A Doll Like Me INC
Nonprofit Organization·New Berlin
ADOPTED BY CHRIST MINISTRIES
Nonprofit Organization·Hartland
AEM CONTRACT ADMINISTRATION FUND
Nonprofit Organization·NEW BERLIN
A FAMILY BUILDING INSTITUTE INC
Nonprofit Organization·Sussex
AFFILIATE CHIEF EXECUTIVES COUNCIL
Nonprofit Organization·DELAFIELD
AFFILIATED CREDIT ASSOCIATIONS INC
Nonprofit Organization·NEW BERLIN
AGAPE WORLD OUTREACH INTL INC
Nonprofit Organization·WAUKESHA
A HEROS DAY LIMITED
Nonprofit Organization·MUSKEGO
AIR FORCE SERGEANTS ASSOCIATION
Nonprofit Organization·SUSSEX
AKE L DAHLQUIST SCHOLARSHIP FOUNDATION
Nonprofit Organization·PEWAUKEE
Alano Club of Waukesha Inc
Nonprofit Organization·Waukesha
ALBERT J & FLORA H ELLINGER FOUNDATION
Nonprofit Organization·WAUKESHA
Albert Kenney Foundation of Hope Inc
Nonprofit Organization·Waukesha
ALCIR RECREATIONAL SPORTS & ENTERTAINMENT LTD
Nonprofit Organization·Waukesha
ALEXANDER HAMILTON JR WILDCAT FOOTBALL FOUNDATION INC
Nonprofit Organization·NEW BERLIN
ALICE E TOPEL FOUNDATION LTD
Nonprofit Organization·Summit
ALLELUIA SINGERS
Nonprofit Organization·WAUKESHA
ALL GODS CHILDREN PRESCHOOL
Nonprofit Organization·DELAFIELD
ALLOY EMPLOYEES CREDIT UNION
Nonprofit Organization·Waukesha