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Ralph Bultman

Coordinated Capital Securities, INC.
36 Years of Experience
Brookfield, WI
BrokerSells Insurance
View SEC Summary
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Ralph Bultman is a registered investment advisor at Coordinated Capital Securities, INC., based in Brookfield, WI, with 36 years of industry experience. Ralph 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

13625 Bishops Dr, Ste 100, Brookfield, WI, 53005

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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

Ralph is an independent insurance agent with Bultman Financial Services since 1996, selling and servicing various insurance products, dedicating nearly full-time hours to this. Ralph also acts as a life settlement facilitator, spending minimal time on this activity.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
January 2007 - Present · 19 yrs 9 mos
Coordinated Capital Securities, INC.Broker
January 2007 - Present · 19 yrs 9 mos
Previous Registrations
MML Investors Services, INC.Broker
October 1991 - January 2007 · 15 yrs 3 mos
Lasalle St Securities, L.L.C.Broker
May 1991 - October 1991 · 5 mos
Dreher & Associates, INC.Broker
June 1989 - December 1990 · 1 yr 6 mos
State Registrations11 states
ARCACOFLILINMAMNNYORWI
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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