Advisor at Coordinated Capital Securities, Inc.
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
Coordinated Capital Securities, Inc.
Location
Cincinnati, OH 45249
Credentials
Series 63, Series 66
Industry experience
39 years
Randal Sadler is a financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Coordinated Capital Securities since 1990 and has a longer career dating back to 1973. Outside of his advisory role, he owns and operates several businesses, including a tax and accounting service, software development firms, and landscaping companies, and he serves as a member of the Earlham Foundation board involved in managing college endowment funds. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities, offering both wrap-fee and traditional advisory programs. The firm delivers services through independent Financial Professionals who manage accounts on discretionary or non-discretionary bases, utilizing 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
7621 E. Kemper Rd.
Cincinnati, OH 45249
Ohio
Coordinated Capital Securities, Inc.
1990 - Present (36 years)
A. L. Williams
1986 - Present (40 years)
Proware-DBA Sadler Nelamp Financial Serv
1986 - Present (40 years)
Randal R. Sadler
1973 - Present (53 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.
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Series 65
Cincinnati, OH
J1 Capital LLC
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
Series 65
Mason, OH
UIS Investment Management LLC
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
CFP®, Series 66
Cincinnati, OH
Phase Line Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")