Jake Perrine
Investment adviser representative at Fortress Planning Group
10 yearsExperience
1 stateRegistered in
$345.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fortress Planning Group, LLCNov 2025 to now
- Fidelity InvestmentsAug 2025 to Nov 2025
- Charles Schwab Co., Inc.Jul 2023 to Jul 2025
- UnemployedMay 2023 to Jul 2023
- Provident FinancialJun 2022 to Aug 2022
- Eric's Hand Tossed Pizza & SubJun 2021 to Jan 2023
- La Crosse Parks & RecMar 2021 to Jun 2021
- Ch Coakley & CoJan 2020 to Aug 2020
- University of Wisconsin - La CrosseSep 2019 to May 2023
- Mjs Landscaping ServicesJul 2019 to Aug 2019
- ScramblersJun 2019 to Jul 2019
- Chocolate FactoryMay 2017 to May 2019
- Oconomowoc High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Fortress Planning Group
Legal name: Fortress Planning Group, LLC
$345.3MAssets managed
283Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7538971
- Firm CRD
- 157900