Maxwell
Carlson
Caitlin John
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About this Advisor
Maxwell Carlson is a financial advisor based in Brighton, Michigan, working with Caitlin John. Maxwell has previously held positions at Caitlin John, LLC, Plante & Moran, Pllc, Ann Arbor Golf & Outing Club, Entry Point Advisor Network, and A Smarter Way To Invest, Inc. Maxwell has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Maxwell is part of Caitlin John, which operates out of Brighton, Michigan. The firm has 15 offices and 24 employees. The firm manages assets totaling $143.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Caitlin John includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$143,336,224
24
948
$151,199
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
Entry Point Advisor Network
A Smarter Way To Invest, Inc
Caitlin John, LLC
Entry Point Advisor Network
Plante & Moran, Pllc
Plante & Moran, Pllc
Ann Arbor Golf & Outing Club
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.
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