Caitlin John, Llc
A Registered Investment Advisory firm, Caitlin John, LLC is a private wealth management firm with its corporate office located in Brighton, Michigan. As a fee-only asset management advisory firm we have a strong vested interest in our clients success. We work hand in hand with individual and institutional investors focusing on both capital appreciation and income strategies utilizing advanced risk management techniques.
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Verified contacts
7
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JK
Jacob Kasperski
Financial Advisor · Finance & Accounting
EmailPhone - ND
Nathan D. Meyer
Investment Advisor Representative · Finance & Accounting
EmailPhone - SR
Steve Roy
Financial Advisor · Finance & Accounting
EmailPhone - KB
Kristin Briggs
Chief Financial Officer · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Caitlin John, Llc
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 1chief financial officer
- 1compliance
- 1investment advisor representative
- 1senior financial advisor
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