Brian
Cayon
Fortress Planning Group
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About this Advisor
Brian Cayon is a financial advisor based in Pewaukee, Wisconsin, working with Fortress Planning Group. Brian has previously held positions at Cent, Inc, Purshe Kaplan Sterling Investments, Fortress Planning Group, LLC, Waukesha State Bank, and Northern Trust Company. Brian has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Brian is part of Fortress Planning Group, which operates out of Pewaukee, Wisconsin. The firm has 1 office and 4 employees. The firm manages assets totaling $226.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Fortress Planning Group includes asset-based fees.
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Fortress Planning Group Brokerage Details
$226,305,572
4
764
$296,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Cayon Work History
Fortress Planning Group, LLC
Northern Trust Company
Waukesha State Bank
Purshe Kaplan Sterling Investments
Cent, Inc
Disclosures
Please visit the SEC profile of Brian Cayon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortress Planning Group
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
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