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).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    1,640
    ACCOUNTS
  • Average Account Value
    $166,545
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, NY, OH, SC, TN, TX

Financial Advisors at Coordinated Financial Planning Corp
Showing 1 - 4 of 4 top financial advisors.
1
Kevin J. Barto
CRD#: 7700770
4555 Lake Forest Drive #560, Cincinnati, OH 45242

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.

2
Matthew B. Beamer
CRD#: 2366851
4555 Lake Forest Drive, Suite 560, Cincinnati, OH 45242

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.

3
Joseph T. Perin
CRD#: 7352247
4555 Lake Forest Drive, Suite 560, Cincinnati, OH 45242

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.

4
Stephen H. Perrin
CRD#: 4347386
4555 Lake Forest Drive, Suite 560, Cincinnati, OH 45242

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.

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