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 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1250 Femrite Dr. Suite 102, Monona, WI, 53716
Get directionsHistory
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 Registrations14 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.
Exams
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