Mark Salerno
Mark Salerno is a registered investment advisor at Coordinated Capital Securities, INC., based in Kenosha, WI, with 12 years of industry experience. Mark 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
2315 30th Avenue, Kenosha, WI, 53144
Get directionsHistory
Regulatory History (1)
Criminal
April 1980Other Business ActivitiesSells Insurance
Mark is an independent insurance agent with The Schaeffer Group, LLC since 2018, selling life and fixed annuity insurance. Since 2022, he also sells and services equity indexed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Previous Registrations
Lupo Futures, LLCBroker
State Registrations7 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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