Carol Milke Digman

Employer firm

Tree City Investments, Inc. CRD 141279

$49.1M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1994 → Present
  Top Flight Advisory Services
  Long Grove, IL
• 06/2000 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 02/2000 → Present
  Tree City Investments, Inc.
  Lake Forest, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Lake Bluff, IL

Previous Registrations

• 2004-06-24 → 2006-11-03
  Tree City Investments, Inc.
  Lake Forest , IL

Other Businesses

1) TREE CITY INVESTMENTS; INVESTMENT RELATED;910 Sherwood Dr, Lake Bluff, IL 60044; RIA; OWNER; JAN 1996; 80 HRS/MONTH; 3 HRS/DAY; SET AND EXECUTE INVESTMENT PORTFOLIO STRATEGY. 2) Scotty's on Sheridan; not investment related;810 Sheridan Rd, Highwood, IL 60041; restaurant; owner;9/30/2015;4-5 hrs/month;0 hrs during trading; oversee books 3) Kelsey D's; not investment related;910 Sherwood Dr, #14, Lake Bluff, IL 60044; Giardiniera food product; owner;2 hrs/month;0 hrs during trading; oversee books 4) Lindengate Capital Management; investment related;910 Sherwood Dr, #14, Lake Bluff, IL 60044; investment advisory; owner; owner; 3/13/2008;120 hrs/month; investment advisor, Lindengate is an account for my investment fees 5) Rental Property; not investment related;9788 Cottage Lane, Union Pier, MI 49129; rental property; owner;2/2019;2 hrs/month;0 hrs during trading; owner 6) Rental property; not investment related;26 Linden Ave, Lake Forest, IL 60045; home rental; owner;3/28/2020;0 hrs/month;0 hrs during trading; cash check, call handyman if needed 7) Limitless Beauty Salon and Spa 1044 N Western Ave suite B Lake Forest IL 60045; owner; 0 hrs/month;0 hrs during trading 8) THE FROSTED BAKER POSITION: Owner NATURE: Manufacturing cookies INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2015 ADDRESS: 3790 Hawthorne Court, Waukegan IL 60045, United States DESCRIPTION: Help guide the manager

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-05
• S63 Uniform Securities Agent State Law Examination
  1989-12-15

Other Names

• Carol Milkedigman
• Carol Linda Milke