Caitlin John, LLC

Caitlin John, LLC (CRD# 154494) is a financial advisory firm headquartered in Brighton, MI. They manage $32,000,000 in 338 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $94,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, IN, KY, MI, WI

Financial Advisors at Caitlin John, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Robert S. Jamison
CRD#: 5793591
253 14th Street Nw, Atlanta, GA 30318
93
Wealthminder
score

Robert Jamison (CRD# 5793591) is an Investment Advisor Representative working at Caitlin John, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

2
Matthew R. Lamarre
CRD#: 5700217
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

Matthew Lamarre (CRD# 5700217) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 5 years of experience in the finance industry.

3
David A. Lekarczyk
CRD#: 1622966
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

David Lekarczyk (CRD# 1622966) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 29 years of experience in the finance industry.

4
Daniel M. Stavale
CRD#: 2768088
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

Daniel Stavale (CRD# 2768088) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 8 years of experience in the finance industry.

5
Timothy D. Walworth
CRD#: 1963994
1024 East Grand River Ave, Brighton, MI 48116
93
Wealthminder
score

Timothy Walworth (CRD# 1963994) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 27 years of experience in the finance industry.

6
Heidi G. Cuppari
CRD#: 6153103
Boulder, CO
90
Wealthminder
score

Heidi Cuppari (CRD# 6153103) is an Investment Advisor Representative working at Caitlin John, LLC in Boulder, CO and has over 3 years of experience in the finance industry.

7
Jasnik S. Parmar
CRD#: 6147780
1024 East Grand River Ave, Brighton, MI 48116
90
Wealthminder
score

Jasnik Parmar (CRD# 6147780) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 3 years of experience in the finance industry.

8
Michael J. Haskell
CRD#: 5624150
719 E Grand River Ave, Brighton, MI 48116
89
Wealthminder
score

Michael Haskell (CRD# 5624150) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 3 years of experience in the finance industry.

9
Ronald J. Briggs
CRD#: 1622903
1024 East Grand River Ave, Brighton, MI 48116
83
Wealthminder
score

Ronald Briggs (CRD# 1622903) is an Investment Advisor Representative working at Caitlin John, LLC in Brighton, MI and has over 26 years of experience in the finance industry.

10
Stacy E. Cheney-Jamison
CRD#: 4318631
253 14th Street Nw, Atlanta, GA 30318
83
Wealthminder
score

Stacy Cheney-Jamison (CRD# 4318631) is an Investment Advisor Representative working at Caitlin John, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

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