Nathan
Meyer
Caitlin John
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About this Advisor
Nathan Meyer is a financial advisor based in Brighton, Michigan who has 1 year of industry experience. Meyer is an employee of Caitlin John. Throughout their career, they have worked at Guardian Pointe Private Wealth Management, Trackman Inc and Ferris State University. Meyer holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Michigan and Pennsylvania. Caitlin John is a registered investment firm that has its headquarters in Brighton, MI. The firm has offices in 13 locations and a total of 23 employees. It manages $113 million in assets under management between its 815 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 815 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. Caitlin John provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on which services are provided. However, fee types charged by Caitlin John most likely consist of some combination 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
Nathan Meyer Work History
Nathan has been registered as a financial advisor for 1 years.*
Guardian Pointe Private Wealth Management
Trackman Inc
Ferris State University
*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 Nathan Meyer 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
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Brighton, MI
Tampa, FL
Brighton, MI
Reedley, CA
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