Brian David Cayon
Investment adviser representative at Fortress Planning Group
10 yearsExperience
1 stateRegistered in
CFADesignation
$345.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fortress Planning Group, LLCFeb 2022 to now
- Northern Trust CompanyJun 2021 to Feb 2022
- Waukesha State BankJul 2016 to May 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WI).
Fortress Planning Group
Legal name: Fortress Planning Group, LLC
$345.3MAssets managed
283Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2961137
- Firm CRD
- 157900