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William Phillip Waddle

11 Years of Experience
BrokerSells Insurance
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
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Location

2315 30th Avenue, Kenosha, WI, 53144

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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

William is an independent insurance agent with The Schaeffer Financial Group, LLC, selling and servicing life, annuities, and health insurance, dedicating a few hours per week. He also sells and services equity indexed annuities, spending minimal time outside trading hours.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
October 2020 - Present · 5 yrs 4 mos
Coordinated Capital Securities, INC.Broker
November 2014 - Present · 11 yrs 3 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Phillip Waddle - Financial Advisor | TrueAdvisor