Claim Profile
KB

Kristin Ellen Briggs

CAITLIN JOHN, LLC·BRIGHTON, Michigan
Unclaimed Profile
1024 E. GRAND RIVER AVE, BRIGHTON, MI 48116CRD# 5901263Firm CRD# 154494
01

About

Kristin Ellen Briggs is a registered financial advisor based in BRIGHTON, Michigan, affiliated with CAITLIN JOHN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAITLIN JOHN, LLC
CAITLIN JOHN
AUM
$143M
Regulatory assets under management
Employees
24
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5901263
Firm CRD# 154494
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRIGHTON?

Browse all registered financial advisors in BRIGHTON, Michigan or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kristin Ellen Briggs offer?
Kristin Ellen Briggs specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.
What are Kristin Ellen Briggs's credentials?
Kristin Ellen Briggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Ellen Briggs located?
Kristin Ellen Briggs is based in BRIGHTON, Michigan, working with CAITLIN JOHN, LLC. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does Kristin Ellen Briggs charge for services?
Kristin Ellen Briggs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAITLIN JOHN, LLC?
CAITLIN JOHN, LLC has approximately 24 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty