Randal
Sadler

Coordinated Capital Securities, Inc

CRD#1630255
Investment Advisor
in Cincinnati, OH

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About this Advisor

Randal Sadler is a financial advisor who works out of Cincinnati, Ohio with 13 years of industry experience. Sadler is an advisor for Coordinated Capital Securities, Inc. Throughout their career, Sadler has worked at Randal R. Sadler, Proware-Dba Sadler Nelamp Financial Serv, A. L. Williams and Coordinated Capital Securities, Inc. Sadler holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Ohio. Coordinated Capital Securities, Inc is a company based in Madison, WI. It has offices in 17 locations and a total of 53 people on staff. It controls $213 million in total assets between its 529 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 529 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on the type of financial services provided. However, fee types charged by Coordinated Capital Securities, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7621 E. Kemper Rd.
Cincinnati, OH 45249

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Coordinated Capital Securities, Inc Brokerage Details

Total Assets Under Management

$213,362,572

OH Average: $2,826,565,184
Total Number of Employees

53

OH Average: 43
Total Number of Accounts

529

OH Average: 1,898
Average Account Size

$403,332

OH Average: $1,489,234

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

Randal Sadler Work History

Randal has been registered as a financial advisor for 13 years.*

1990 - Present (34 years)

Coordinated Capital Securities, Inc

1986 - Present (38 years)

Proware-Dba Sadler Nelamp Financial Serv

1986 - Present (38 years)

A. L. Williams

1973 - Present (51 years)

Randal R. Sadler

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Randal Sadler 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

Drew Williams
Madison, WI
Edward Mcdannold
Cincinnati, OH
Mark Salerno
Kenosha, WI
David Christensen
La Crosse, WI
Edward Burnett
Kenosha, WI
William Waddle
Kenosha, WI
Easton Miller
Laguna Niguel, CA
Sara Williams
Madison, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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