Coordinated Financial Planning Corp

Legal Name: COORDINATED FINANCIAL PLANNING CORP

4555 LAKE FOREST DRIVE #560, CINCINNATI, OH

513-769-3131 http://www.coordinatedfinancialplanning.com Frequently Asked Questions (FAQ)

Full Contact Details

Coordinated Financial Planning Corp

4555 LAKE FOREST DRIVE #560, CINCINNATI, OH

513-769-3131

513-769-5041

Other Info

Coordinated Financial Planning Corp, a registered OH corporation since 1983, has four employees in advisory roles and an unknown number of clients served. Their SEC status is approved as of the last reporting date.

Coordinated Financial Planning

Fee-only financial advisor located in Cincinnati, Ohio.

Direct Owners

BETHANN BENZ
OFFICE ADMINISTRATOR owns less than 5%
MATTHEW BUD BEAMER
CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER owns less than 5%
STEPHEN H. PERRIN
VICE PRESIDENT / FINANCIAL PLANNER owns less than 5%
STEPHEN HERBERT PERRIN
CHIEF EXECUTIVE OFFICER owns 75% or more

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