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Ronald John Briggs

Caitlin John

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About Ronald John Briggs

Ronald John Briggs is a financial advisor with over 20 years of experience in the industry. Ronald is currently registered with Caitlin John and A Smarter Way to Invest, Inc., and specializes in financial planning, portfolio management, and selection of other advisors. Ronald has a wide range of experience working with individual clients and businesses. He is passionate about helping his clients achieve their financial goals.

Firm Information

Ronald Briggs 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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Ronald Briggs’s Registration & Firm History

MI

01/06/2025 - Present

Caitlin John (BRIGHTON MI)

MI

09/03/2010 - 01/17/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (BRIGHTON MI)

MI

07/29/2005 - 04/17/2009

LINCOLN FINANCIAL SECURITIES CORPORATION (LIVONIA MI)

MN

07/12/2001 - 05/27/2005

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

CA

10/03/1990 - 07/02/2001

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 10/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald John Briggs.
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