Scott
Karl
Caitlin John
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About this Advisor
Scott Karl is a financial advisor who works out of Brighton, Michigan with 1 year of industry experience. Karl currently works for Caitlin John. Their career trajectory has included roles at Guardian Investor Services Corporation, Guardian Life Insurance Co. Of America, Park Avenue Securities LLC, Brooklight Place Securities, Inc, Interactive Financial Advisors, Caitlin John, LLC, Scott Karl Economic And Insurance Services and Guardian Pointe Private Wealth Management. Karl maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Caitlin John is a financial advisory business operating out of Brighton, MI. The investment advisory business has offices in 13 locations and a total of 23 advisors. It has $113 million in assets between its 815 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 815 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which service is provided. However, fees billed by Caitlin John likely consist of any 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
Scott Karl Work History
Scott has been registered as a financial advisor for 1 years.*
Caitlin John, LLC
Scott Karl Economic And Insurance Services
Guardian Pointe Private Wealth Management
Interactive Financial Advisors
Brooklight Place Securities, Inc
Park Avenue Securities LLC
Guardian Investor Services Corporation
Guardian Life Insurance Co. Of America
*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 Scott Karl 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
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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