Advisor at Coordinated Capital Securities, Inc.
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Firm
Coordinated Capital Securities, Inc.
Location
Kenosha, WI 53144
Credentials
Series 66
Industry experience
9 years
Bradly Potter is a financial advisor at Coordinated Capital Securities, Inc. in Kenosha, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he worked at Hoppe & Orendorff SC for 25 years. Outside of his advisory role, Potter is the owner of Future State Financial Services LLC, which provides accounting and tax preparation services, and serves as treasurer for Piasecki Funeral Home, Inc. Coordinated Capital Securities offers investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm employs independent Financial Professionals who manage accounts on discretionary or non-discretionary bases and provides a range of investment strategies including equities, fixed income, mutual funds, and ETFs.
Based on Coordinated Capital Securities, Inc.
Based on Coordinated Capital Securities, Inc.
Financial planning and consulting fixed fees ranging from $500 to $50,000; Retirement plan consulting fixed fees up to $50,000
Commission-based brokerage accounts available; commissions and ongoing trails on products sold through CCS broker-dealer
Financial planning and consulting hourly fees: $50 to $250 per hour; Retirement plan consulting hourly fees: $50 to $250 per hour
Account minimum: $25,000 Fee-only: Financial planning and consulting services offered on an hourly fee basis: $50 to $250 per hour; fixed fees range from $500 to $50,000
2315 30 Th Avenue
Kenosha, WI 53144
Wisconsin
Coordinated Capital Securities Inc
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
CM Inc
2018 - 2018 (1 year)
Bell & Anderson LLC
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Hoppe & Orendorff SC
1992 - 2017 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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