Bradly Edward Potter
Investment adviser representative at Coordinated Capital Securities, Inc.
34 yearsExperience
1 stateRegistered in
$136.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Coordinated Capital Securities, Inc.Jan 2019 to now
- UnemployedDec 2018 to Jan 2019
- CM IncApr 2018 to Dec 2018
- Bell & Anderson LLCFeb 2018 to Apr 2018
- UnemployedDec 2017 to Feb 2018
- Hoppe & Orendorff ScDec 1992 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WI).
Coordinated Capital Securities, Inc.
$136.8MAssets managed
186Clients
16Advisers
9 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
- 5081627
- Firm CRD
- 14762