COORDINATED FINANCIAL PLANNING CORP of CINCINNATI, OH is an SEC-registered investment adviser (CRD 105143). Regulatory assets under management: $343.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Lonny Scott Elfenbein | CHIEF COMPLIANCE OFFICER | — |
| Stephen Herbert Perrin | CHIEF EXECUTIVE OFFICER | — |
| Matthew Bud Beamer | SENIOR FINANCIAL PLANNER | — |
| Bethann Benz | OFFICE ADMINISTRATOR | — |
| Joseph T Perin | FINANCIAL PLANNER | — |
| Kevin J Barto | OFFICE ADMINISTRATOR | — |
| PERRIN STEPHEN HERBERT | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| PERRIN STEPHEN H | FINANCIAL PLANNER; VICE PRESIDENT / FINANCIAL PLANNER | — |
| BEAMER MATTHEW BUD | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER; FINANCIAL PLANNER; INVESTMENT ADMINISTRATOR (+1 more) | — |
| BENZ BETHANN | OFFICE ADMINISTRATOR | — |
| PELFREY SCOTT | FINANCIAL PLANNER | — |
| WRIGHT WILLIAM R | IT MANAGER | — |
| KREMER JUSTIN MICHAEL | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; FINANCIAL PLANNER; DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | — |
| Perin Joseph T | FINANCIAL PLANNER | — |
| BARTO KEVIN J | OFFICE ADMINISTRATOR | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |
| Joseph T. Perin | FINANCIAL PLANNER | — |
| Kevin J. Barto | OFFICE ADMINISTRATOR | — |