John
Luttmann
Cadaret, Grant & Co., Inc
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About this Advisor
John Luttmann is a financial advisor based in Birmingham, Michigan, working with Cadaret, Grant & Co., Inc. John has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Michigan Financial Companies, Ubs Financial Services Inc, Forest Lake Country Club, Birmingham Athletic Club, Michigan State University, Brother Rice High School, and Cadaret Grant & Co., Inc. John has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, John is part of Cadaret, Grant & Co., Inc, which operates out of Birmingham, Michigan. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Luttmann Work History
Cadaret Grant & Co., Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Michigan Financial Companies
Ubs Financial Services Inc
Michigan State University
Forest Lake Country Club
Michigan State University
Michigan State University
Birmingham Athletic Club
Brother Rice High School
Forest Lake Country Club
Disclosures
Please visit the SEC profile of John Luttmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cadaret Grant & Co Inc
Birmingham, MI
Pasadena, CA
Jericho, NY
Syracuse, NY
Melville, NY
Rochester, NY
Hornell, NY
Kilroy, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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