DK
CFP
DK
CFP

David Harold Kisser

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
733 clients
Average Client Portfolio
$250K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:$250K
Loading...

Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

David is the chairman of AIPMA, conducting wholesale insurance business, dedicating about 40% of his time to this activity. He also owns and manages a building through Dachriki, spending minimal time on it.

Employment History
Current Registrations
Caitlin John, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Guardian Pointe Private Wealth Management, LLC
January 2017 - December 2022 · 5 yrs 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.