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Paul Edward Compeau

Caitlin John

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About Paul Edward Compeau

Paul Compeau is an Investment Advisor Representative registered with Caitlin John, LLC and BridgeWise Wealth Management. Paul has been in the financial services industry since 2008. Paul is a Certified Financial Planner and holds Series 6, 63, and 65 licenses. Paul has been with Caitlin John, LLC since 2022. Paul provides financial planning services to individuals and families, including investment management and retirement planning. Paul also specializes in college planning and insurance. Paul is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Paul Compeau 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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Paul Compeau’s Registration & Firm History

MI

12/21/2022 - Present

Caitlin John (BRIGHTON MI)

MI

07/04/2008 - 07/10/2012

NYLIFE SECURITIES LLC (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 11/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Edward Compeau.
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