Dale
Meyer
Coordinated Capital Securities, Inc
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About this Advisor
Dale Meyer is a financial advisor based in Madison, Wisconsin who has 32 years of industry experience. Meyer is an employee of Coordinated Capital Securities, Inc. Their career trajectory has included roles at Meyer Financial Services and Coordinated Capital Securities, Inc. Meyer maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Wisconsin. Coordinated Capital Securities, Inc is an advisory firm based in Madison, WI. It has offices in 17 locations and a total of 53 financial advisors. It administers $213 million in assets among its 529 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 529 accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on the services. Fees charged by Coordinated Capital Securities, Inc likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coordinated Capital Securities, Inc Brokerage Details
$213,362,572
53
529
$403,332
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
Dale Meyer Work History
Dale has been registered as a financial advisor for 32 years.*
Coordinated Capital Securities, Inc
Meyer Financial Services
*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 Dale Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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