George Piper
George Piper is a ChFC-designated registered investment advisor at Capital Coordinators Company, based in Eau Claire, WI, with 41 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Capital Coordinators Company charges $150 per hour for financial planning services. These services are provided via written agreement, and clients are billed after the delivery of each report, review, or analysis. Clients can terminate the agreement at any time without penalty, and any prepaid fees will be refunded for services not yet performed.
Location
307 S. Farwell Street, Eau Claire, WI, 54701
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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
George is the owner/advisory representative of a RIA, provides tax preparation services, and is an IAR under a DBA name. He is also an independent insurance agent for various companies and dedicates about half his time as an advisory rep for another RIA.
Employment History
Current Registrations
Capital Coordinators Company
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
Woodbury Financial Services, INC.Broker
Selected Securities Company, INC.Broker
Northwest Capital Investment CorporationBroker
State Registrations3 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.