Stephen Herbert Perrin
Investment adviser representative at Coordinated Financial Planning Corp
35 yearsExperience
2 statesRegistered in
ChFC®Designation
$343.2MFirm assets
Are you Stephen Herbert Perrin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Coordinated Financial Planning Corp.Jan 1991 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Coordinated Financial Planning Corp
$343.2MAssets managed
367Clients
4Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4347386
- Firm CRD
- 105143