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Carol Milke Digman

TREE CITY INVESTMENTS, INC.·LAKEFOREST, Illinois
SIE, Series 7, Series 63, Series 65Clean record22 years registeredTREE CITY INVESTMENTS, INC.
222 EAST WISCONSIN AVE., LAKEFOREST, IL 60045CRD# 1295275Firm CRD# 141279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Milke Digman · LAKEFOREST, IL
Registration
CRD #1295275 · TREE CITY INVESTMENTS, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

TREE CITY INVESTMENTS, INC.
Oct 2006 – present
TREE CITY INVESTMENTS, INC.
Jun 2004 – Nov 2006
LAKE FOREST, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 24, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TREE CITY INVESTMENTS, INC.
CRD 141279 · SEC 801-67227
AUM
$69M
Regulatory assets under management
Employees
1
34 client accounts
Services offered by TREE CITY INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TREE CITY INVESTMENTS, INC. →
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05

Frequently Asked Questions

What services does Carol Milke Digman offer?
Carol Milke Digman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKEFOREST, Illinois for a consultation.
What are Carol Milke Digman's credentials?
Carol Milke Digman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Milke Digman located?
Carol Milke Digman is based in LAKEFOREST, Illinois, working with TREE CITY INVESTMENTS, INC.. Their office serves clients in the LAKEFOREST metropolitan area and surrounding communities.
How does Carol Milke Digman charge for services?
Carol Milke Digman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREE CITY INVESTMENTS, INC.?
TREE CITY INVESTMENTS, INC. has approximately 1 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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City Guides
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