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Kerry M

CFP®, Series 63, Series 66

Gulfport, MS

Cetera

Kerry Milligan is a CFP® professional at Cetera with 26 years of industry experience. He has held positions at various Avantax entities and operates several tax and accounting advisory businesses, including Strojny & Milligan LLC and related companies. Milligan is involved in managing multiple tax and accounting firms where he oversees financial management and employee training. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diversified range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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