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Catherine Marie Milligan

Fortress Planning Group

Pewaukee, WI

CRD 7884579

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Employer firm

Fortress Planning Group CRD 157900

$345M regulatory AUM 283 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Fortress Planning Group

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-06-14
  • WI RA
    APPROVED
    Since 2024-06-14

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
Fortress Planning Group, Llc Pewaukee WI 12/2022 Present
Kendra Scott Brookfield WI 04/2018 12/2023
Homemaker Pewaukee WI 06/2015 04/2018
  • 12/2022 → Present
    Fortress Planning Group, Llc
    Pewaukee, WI
  • 04/2018 → 12/2023
    Kendra Scott
    Brookfield, WI
  • 06/2015 → 04/2018
    Homemaker
    Pewaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-14

View on SEC IAPD

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