David Michael Fesmire
Investment adviser representative at Coordinated Wealth Management, L.L.C.
24 yearsExperience
1 stateRegistered in
$113.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Coordinated Wealth Management, L.L.C.Aug 2007 to now
- Coverage Solutions Group LLCJan 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TN).
Coordinated Wealth Management, L.L.C.
$113.9MAssets managed
96Clients
1Advisers
1 yearIn 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
- 5408510
- Firm CRD
- 141348