Martin
Dressman
Coordinated Capital Securities, Inc
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About this Advisor
Martin Dressman is a financial advisor based in Cincinnati, Ohio, working with Coordinated Capital Securities, Inc. Martin has previously held positions at Cox Financial Corp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Coordinated Capital Securities Inc. Martin has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Martin is part of Coordinated Capital Securities, Inc, which operates out of Cincinnati, Ohio. The firm has 15 offices and 52 employees. The firm manages assets totaling $232.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Coordinated Capital Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coordinated Capital Securities, Inc Brokerage Details
$232,496,128
52
534
$435,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Martin Dressman Work History
Coordinated Capital Securities Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Cox Financial Corp
Disclosures
Please visit the SEC profile of Martin Dressman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coordinated Capital Securities, Inc
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Kenosha, WI
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Fort Atkinson, WI
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