Coordinated Wealth Management, LLC

Coordinated Wealth Management, LLC (CRD# 141348) is a financial advisory firm headquartered in Hendersonville, TN. They manage $98,328,258 in 236 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075
http://coordinatedwealth.com/
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $416,645
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, LA, TN

Financial Advisors at Coordinated Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Fesmire, financial advisor Hendersonville TN
David M. Fesmire
CRD#: 5408510
100 Bluegrass Commons Boulevard, Suite 2390, Hendersonville, TN 37075

David Fesmire (CRD# 5408510) is an Investment Advisor Representative working at Coordinated Wealth Management, LLC in Hendersonville, TN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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