Paul Coldagelli is a registered investment advisor, based in Brookfield, WI, with 32 years of industry experience.
Location
13890 Bishops Drive, Suite 130, Brookfield, WI, 53005
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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
Paul was an agent for Banner Life Insurance Company from 2014 to 2017, placing non-variable life insurance and fixed annuity business, dedicating minimal time. Paul also owns Wellspring Personal Financial Services LLC, a support company/DBA, and manages its profitability and accounting.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Landaas & Company
Landaas & CompanyBroker
First Securities CorporationBroker
State Registrations22 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.