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Richard Ayers Kisser

Caitlin John

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About Richard Ayers Kisser

Richard Kisser is a financial advisor with Caitlin John. Richard has been in the industry since 1994. Richard has a Series 6, 7, 24, 53, and 63 license and is a Certified Financial Planner. Richard's previous experience includes roles with ROYAL ALLIANCE ASSOCIATES, INC., AIP MARKETING ALLIANCE, and GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC.

Firm Information

Richard 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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Richard Kisser’s Registration & Firm History

MI

12/19/2022 - Present

Caitlin John (Troy MI)

MI

08/29/1997 - 12/01/2016

ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)

FL

04/28/1994 - 09/08/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

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Licenses & Designations

BC

Issued 04/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/28/1994

Series 24 - General Securities Principal Examination

BC

Issued 12/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/11/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Ayers Kisser.
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