Matthew
Lamarre
Caitlin John
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About this Advisor
Matthew Lamarre is a financial advisor based in Brighton, Michigan with a total of 12 years of relevant experience. Lamarre works at Caitlin John. Their career trajectory has included roles at Alberland Partners LLC/Senior Benefits, Caitlin John, LLC, Jackson Kennedy and M&L Reitrement Solutions. Lamarre holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Michigan. Caitlin John is a financial advisory firm based out of Brighton, MI. The investment advisory business has offices in 13 locations and a total of 23 people on staff. It controls $113 million in assets under management between its 815 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 815 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. Caitlin John performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees billed by Caitlin John can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$113,340,363
23
815
$139,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Matthew Lamarre Work History
Matthew has been registered as a financial advisor for 12 years.*
Jackson Kennedy
Caitlin John, LLC
M&L Reitrement Solutions
Alberland Partners LLC/Senior Benefits
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Lamarre 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 Caitlin John
Brighton, MI
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Reedley, CA
Brighton, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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