Maxwell
Carlson
Caitlin John
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About this Advisor
Maxwell Carlson is a financial advisor based out of Brighton, Michigan with a total of 1 year of industry experience. Carlson currently works for Caitlin John. Throughout their career, they have worked at Caitlin John, LLC, Plante & Moran, Pllc, Ann Arbor Golf & Outing Club, Entry Point Advisor Network and A Smarter Way To Invest, Inc. Carlson holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Colorado. Caitlin John is a company that has its headquarters in Brighton, MI. The company has offices in 13 locations and a total of 23 people on staff. It manages $113 million in assets between its 815 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 815 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Caitlin John has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which service is provided. However, fees charged by Caitlin John most likely include 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
Maxwell Carlson Work History
Maxwell has been registered as a financial advisor for 1 years.*
Entry Point Advisor Network
A Smarter Way To Invest, Inc
Caitlin John, LLC
Plante & Moran, Pllc
Plante & Moran, Pllc
Ann Arbor Golf & Outing Club
*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 Maxwell Carlson 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
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Reedley, CA
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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