BP
BP

Bradly Edward Potter

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

2315 30th Avenue, Kenosha, WI, 53144

Get directions

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.

Learn about disclosures →
Other Business Activities

Bradly owns Future State Financial Services LLC, providing accounting and tax preparation services, which takes about half of his time. He also serves as treasurer for Piasecki Funeral Home, Inc and PAT, Inc. (rental real estate), dedicating minimal time to each.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
March 2021 - Present · 4 yrs 11 mos
Coordinated Capital Securities, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Hoppe & Orendorff, S.C.
February 2006 - December 2007 · 1 yr 10 mos
State Registrations3 states
FLILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradly Edward Potter - Financial Advisor | TrueAdvisor