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Brian David Cayon

Fortress Planning Group

Pewaukee, WI

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Current Employers
Fortress Planning Group

N17W24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-02-17
  • WI RA
    APPROVED
    Since 2022-02-17

Branch Locations

N17W24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waukesha State Bank Waukesha WI 07/2016 05/2021
Northern Trust Company Milwaukee WI 06/2021 02/2022
Fortress Planning Group, Llc Pewaukee WI 02/2022 Present
  • 07/2016 → 05/2021
    Waukesha State Bank
    Waukesha, WI
  • 06/2021 → 02/2022
    Northern Trust Company
    Milwaukee, WI
  • 02/2022 → Present
    Fortress Planning Group, Llc
    Pewaukee, WI
Previous Registrations
  • 2001-07-27 → 2016-10-26
    Cent Wealth Management
    Milwaukee, WI
  • 2002-11-18 → 2004-08-09
    K. P. Financial, Inc.
    Thiensville, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-11-28
  • S63 Uniform Securities Agent State Law Examination
    2000-11-28
Designations

View on SEC IAPD

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