Best Investors Account Sign in
Inactive

Kevin Robert Sandieson

Fortress Planning Group

Pewaukee, WI

Claim This Profile
Current Employers
Fortress Planning Group

N17W24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-14
WI RA APPROVED 2019-01-03
  • TX RA
    APPROVED_RES
    Since 2023-08-14
  • WI RA
    APPROVED
    Since 2019-01-03

Branch Locations

N17W24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fortress Planning Group Pewaukee WI 10/2018 Present
The Master Lock Company Oak Creek WI 04/2014 09/2018
  • 10/2018 → Present
    Fortress Planning Group
    Pewaukee, WI
  • 04/2014 → 09/2018
    The Master Lock Company
    Oak Creek, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-29
  • S65 Uniform Investment Adviser Law Examination
    2018-12-29

View on SEC IAPD

More in Pewaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor