Corrine Bultman
Corrine Bultman is a registered investment advisor at Coordinated Capital Securities, INC., based in Brookfield, WI, with 22 years of industry experience. Corrine 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
13625 Bishops Dr, Ste 100, 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
Corrine is an independent insurance agent with Bultman Financial Services since 2003, selling and servicing group life, long-term disability, short-term disability, long-term care, health, vision, and dental insurance. This activity takes nearly full-time hours.
Employment History
Current Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Previous Registrations
MML Investors Services, INC.Broker
State Registrations11 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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