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Maxwell C
Series 65
Bennett, CO
SimplyRIA Advisor Network
Maxwell Carlson is a financial advisor at Caitlin John, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Plante & Moran, PLLC. Outside of advising, he serves as Vice President of the Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm’s investment programs combine active and passive management across various instruments and also provide consulting on non-traditional and private investments.
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