Bradly Potter
Bradly Potter is a registered investment advisor at Coordinated Capital Securities, INC., based in Kenosha, WI, with 9 years of industry experience. Bradly 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
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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 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.
Coordinated Capital Securities, INC.Broker
Previous Registrations
Hoppe & Orendorff, S.C.
State Registrations4 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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