Richard Kisser (CRD# 2472561) is an Investment Advisor Representative working at Caitlin John in Troy, MI and has over 30 years of experience in the finance industry. Richard 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caitlin John, LLC | Brighton, MI | Dec 2022 - Current | 1 |
| Aip Marketing Alliance | Troy, MI | Jan 2000 - Current | 24 |
| Dachriki LLC | Troy, MI | Jan 1997 - Current | 27 |
| Assured Investment Planners | Utica, MI | Jan 1994 - Current | 30 |
| Guardian Pointe Private Wealth Management, LLC | Troy, MI | Jan 2017 - Dec 2022 | 5 |
| 2x Selling Systems, Llc / American Bond Solutions, LLC | Troy, MI | Jun 2004 - Jan 2018 | 13 |
| Royal Alliance Associates, Inc. | Troy, MI | Aug 1997 - Dec 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- 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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