David Kisser (CRD# 1129907) is an Investment Advisor Representative working at Caitlin John in New Smyrna Beach, FL and has over 40 years of experience in the finance industry. David Kisser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caitlin John, LLC | Bighton, MI | Dec 2022 - Current | 1 |
| Aip Marketing Alliance | Troy, MI | Jan 2000 - Current | 24 |
| Assured Investment Planners | Troy, MI | Nov 1981 - Current | 42 |
| Guardian Pointe Private Wealth Management, LLC | Brighton, MI | Jan 2017 - Dec 2022 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
- MI
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Total Assets Under Management143MILLIONS
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Total Number of Accounts948ACCOUNTS
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Average Account Value$151,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
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