Brian Cayon

from Fortress Planning Group
SEC regulated
Regulated Investment Advisor
Brian Cayon is a financial advisor based in Wisconsin, Pewaukee, with 24 years of experience. Brian currently works for Fortress Planning Group. Brian maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Cayon works at Fortress Planning Group
Fortress Planning Group is a financial advisory firm based in Pewaukee, Wisconsin. It currently has approximately $184,097,951 of assets under management and employs about 4 people. Fortress Planning Group uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
16 years
Fee structure
and a percentage of assets under your management
Office location
N27w23953 Paul Rd, Suite 103, Pewaukee, Wisconsin, 53072

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