Coordinated Financial Planning Corp
Coordinated Financial Planning Corp (CRD# 105143) is a financial advisory firm headquartered in Cincinnati, OH. They manage $273,133,547 in 1,640 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management273MILLION
-
Total Number of Accounts1,640ACCOUNTS
-
Average Account Value$166,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IN, KY, NY, OH, SC, TN, TX
Kevin Barto (CRD# 7700770) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has 1 year of experience in the finance industry.
Matthew Beamer (CRD# 2366851) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has 1 year of experience in the finance industry.
Joseph Perin (CRD# 7352247) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has 1 year of experience in the finance industry.
Stephen Perrin (CRD# 4347386) is an Investment Advisor Representative working at Coordinated Financial Planning Corp in Cincinnati, OH and has 1 year of experience in the finance industry.