Kevin J. Barto
Investment adviser representative at Coordinated Financial Planning Corp
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$343.2MFirm assets
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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
16 years in the industry.
- Coordinated Financial Planning CorpSep 2021 to now
- Trio BistroAug 2018 to Sep 2021
- Cunningham Restaurant GroupMay 2010 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7700770
- Firm CRD
- 105143