Catherine
Milligan
Fortress Planning Group
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About this Advisor
Catherine Milligan is a financial advisor based in Pewaukee, Wisconsin, working with Fortress Planning Group. Catherine has previously held positions at Fortress Planning Group, LLC, Kendra Scott, Homemaker, and Heartland Community College. Catherine has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Catherine 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Catherine Milligan Work History
Fortress Planning Group, LLC
Kendra Scott
Homemaker
Heartland Community College
Disclosures
Please visit the SEC profile of Catherine Milligan 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
