Advisor at Capital Coordinators Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Coordinators Company
Location
Eau Claire, WI 54701
Credentials
ChFC®, Series 63, Series 65
Industry experience
41 years
George Piper Jr. is a financial advisor with Capital Coordinators Company in Eau Claire, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Cambridge Investment Research Advisors and Transamerica Financial Advisors. Outside of financial advising, he has been involved with the Chippewa Valley Symphony Orchestra and serves as a committee member of the Rotary Club of Eau Claire and the Day Resource Center. Capital Coordinators Company offers comprehensive financial planning and retirement-focused advice to individuals and employers, emphasizing written planning reports covering cash flow, insurance, tax, estate planning, and investment strategy. The firm uses fundamental analysis and third-party research tools to support non-discretionary recommendations, with clients responsible for implementation decisions.
Based on Capital Coordinators Company
Individual investment adviser may receive commissions on securities and insurance products
$150 per hour
Fee-only: $150 per hour
307 S. Farwell Street
Eau Claire, WI 54701
Wisconsin
Cambridge Investment Research Advisors
2016 - Present (10 years)
Cambridge Investment Research, Inc.
2016 - Present (10 years)
Signator Investors, inc.
2016 - 2016 (1 year)
Chippewa Valley Symphony Foundation Trust
2015 - 2019 (4 years)
Transamerica Financial Advisors, Inc.
2009 - 2016 (7 years)
Capital Coordinators Company
1982 - Present (44 years)
Strommen and Associates Inc.
1978 - Present (48 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 63, Series 66
Eau Claire, WI
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Series 63, Series 65
Eau Claire, WI
McKinley Money, LLC
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