Bradly Potter is a registered investment advisor at Coordinated Capital Securities, INC., based in Kenosha, WI, with 9 years of industry experience. Bradly 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
2315 30th Avenue, Kenosha, WI, 53144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradly owns Future State Financial Services LLC, providing accounting and tax preparation services, which takes about half of his time. He also serves as treasurer for Piasecki Funeral Home, Inc and PAT, Inc. (rental real estate), dedicating minimal time to each.
Employment History
Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Previous Registrations
Hoppe & Orendorff, S.C.
State Registrations3 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.