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Kevin Kearney

Coordinated Capital Securities, INC.
33 Years of Experience
Waunakee, WI
BrokerSells Insurance
View SEC Summary
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Kevin Kearney is a registered investment advisor at Coordinated Capital Securities, INC., based in Waunakee, WI, with 33 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 186 clients with $140M in assets under management.

Coordinated Capital Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
186 clients
Average Client Portfolio
$736K average
Assets Under Management
$136.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Continuous investment management fees will not exceed 2.00% annually. Investment consulting fees will not exceed 1.50% annually. Fees are negotiable and subject to discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

210 W. Main Street, Waunakee, WI, 53597

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent selling and servicing fixed insurance and annuities, dedicating a few hours per week to this. He also works full-time as an accountant, preparing taxes and doing accounting.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
February 2024 - Present · 2 yrs 8 mos
Coordinated Capital Securities, INC.Broker
April 1999 - Present · 27 yrs 6 mos
Previous Registrations
Coordinated Capital Securities, INC.
April 1999 - February 2022 · 22 yrs 10 mos
H.D. Vest Investment Securities, INC.Broker
January 1999 - May 1999 · 4 mos
Isfa CorporationBroker
October 1988 - August 1989 · 10 mos
Coordinated Capital Securities of Wi INC.Broker
September 1987 - October 1988 · 1 yr 1 mo
The Lincoln National Life Insurance CompanyBroker
October 1985 - November 1987 · 2 yrs 1 mo
Lincoln National Pension Insurance CompanyBroker
October 1985 - October 1987 · 2 yrs
Mutual Service CorporationBroker
November 1983 - September 1987 · 3 yrs 10 mos
State Registrations5 states
CAILINMIWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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