Advisor at Coordinated Capital Securities, Inc.
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Firm
Coordinated Capital Securities, Inc.
Location
Cincinnati, OH
Credentials
Series 66
Industry experience
25 years
Martin Dressman is a Series 66-licensed financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, Ohio, where he has worked since 2014. He has 25 years of industry experience. Outside of his advisory role, he owns and operates Martin Dressman CPA, LLC, providing tax preparation and planning services. Coordinated Capital Securities offers investment management, financial planning, and retirement-plan consulting to individuals, plan sponsors, and other entities. The firm delivers advisory services through independent Financial Professionals using a range of investment strategies and maintains a dual registration as a broker-dealer and SEC-registered investment adviser.
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
Cincinnati, OH
Ohio
Coordinated Capital Securities Inc
2014 - Present (12 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
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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