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 6 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 6 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 30 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 9 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 28 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 4 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 4 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 4 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 27 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 16 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.