Edward
Burnett
Coordinated Capital Securities, Inc
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About this Advisor
Edward Burnett is a financial advisor operating in Kenosha, Wisconsin who has 12 years of relevant experience. Burnett currently works for Coordinated Capital Securities, Inc. They have spent their whole time as a financial advisor at Coordinated Capital Securities, Inc. Burnett has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in Wisconsin. Coordinated Capital Securities, Inc is a financial advisory company based out of Madison, WI. The investment advisory business has offices in 17 locations and a total of 53 employees. It manages $213 million in total assets across its 529 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 529 customer accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers 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 charged by financial advisors usually vary depending on the type of services offered. However, fee types billed by Coordinated Capital Securities, Inc can consist 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
Edward Burnett Work History
Edward has been registered as a financial advisor for 12 years.*
Coordinated Capital Securities, Inc
*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 Edward Burnett 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
Madison, WI
Cincinnati, OH
Kenosha, WI
La Crosse, WI
Kenosha, WI
Kenosha, WI
Laguna Niguel, CA
Brookfield, WI
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