Unclaimed Profile

Brian David Cayon

FORTRESS PLANNING GROUP, LLC·PEWAUKEE, Wisconsin

SIE, Series 7, Series 63Clean record25 years registeredFORTRESS PLANNING GROUP, LLC

N27W23953 PAUL RD, PEWAUKEE, WI 53072CRD# 2961137Firm CRD# 157900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian David Cayon · PEWAUKEE, WI

Registration

CRD #2961137 · FORTRESS PLANNING GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

FORTRESS PLANNING GROUP

Feb 2022 – present

K. P. FINANCIAL, INC.

Nov 2002 – Aug 2004

THIENSVILLE, WI

CENT WEALTH MANAGEMENT

Jul 2001 – Oct 2016

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 27, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTRESS PLANNING GROUP, LLC

CRD 157900 · SEC 801-127572

AUM

$226M

Regulatory assets under management

Employees

764 client accounts

Services offered by FORTRESS PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTRESS PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian David Cayon offer?

Brian David Cayon specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PEWAUKEE, Wisconsin for a consultation.

What are Brian David Cayon's credentials?

Brian David Cayon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian David Cayon located?

Brian David Cayon is based in PEWAUKEE, Wisconsin, working with FORTRESS PLANNING GROUP, LLC. Their office serves clients in the PEWAUKEE metropolitan area and surrounding communities.

How does Brian David Cayon charge for services?

Brian David Cayon'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 FORTRESS PLANNING GROUP, LLC?

FORTRESS PLANNING GROUP, LLC has approximately 4 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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