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David Harold Kisser

Caitlin John

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About David Harold Kisser

David Kisser is a financial advisor with Caitlin John, LLC in Brighton, Michigan. David has been a registered representative for over 40 years and has experience in various industries, including insurance and real estate. David offers financial planning, portfolio management for individuals, and educational seminars. David holds the Series 7 and Series 63 licenses and is a Certified Financial Planner.

Firm Information

David Kisser is currently registered with Caitlin John. Caitlin John is a Registered Investment Advisor based in Brighton, Michigan. The firm has 21 investment advisor representatives and manages approximately $143,336,224 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, educational seminars, and selection of other advisers. Caitlin John caters to high-net-worth individuals and individuals other than high-net-worth.
Caitlin John

1024 E. GRAND RIVER AVE

BRIGHTON, MI 48116

$143.34M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kisser’s Registration & Firm History

FL

12/19/2022 - Present

Caitlin John (NEW SMYRNA BEACH FL)

CA

03/22/2010 - 09/13/2010

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

MI

08/29/1997 - 02/03/2010

ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)

FL

04/06/1992 - 09/08/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

NA

06/10/1988 - 04/15/1992

USA FINANCIAL GROUP, INC.

NA

07/01/1983 - 06/14/1988

MUTUAL SERVICE CORPORATION

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Licenses & Designations

BC

Issued 06/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Harold Kisser.
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