Dale Meyer
Dale Meyer is a registered investment advisor at Coordinated Capital Securities, INC., based in Monona, WI, with 42 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 248 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCS offers investment consulting and continuous investment management services. The maximum annual fee is 1.50% for investment consulting and 2.00% for continuous investment management. These fees are negotiable and may be discounted. The fees are calculated annually and charged quarterly in advance, typically deducted directly from your account. Your financial professional receives a portion of the fee. You can terminate the agreement with 5 days' notice and receive a prorated refund of prepaid fees.
Location
1250 Femrite Dr. Suite 102, Monona, WI, 53716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dale is an independent insurance agent with Meyer Financial, LLC, selling and servicing life insurance, long-term care insurance, and fixed annuities. This activity is investment-related.
Employment History
Current Registrations
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
Previous Registrations
Coordinated Capital Securities of Wi INC.Broker
Capital Financial Services, INC.Broker
Charter Securities CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.