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Joseph T. Perin

Coordinated Financial Planning Corp

Cincinnati, OH

CRD 7352247

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Employer firm

Coordinated Financial Planning Corp CRD 105143

$343M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Coordinated Financial Planning Corp

4555 Lake Forest Drive #560, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-21
  • OH RA
    APPROVED
    Since 2023-02-21

Branch Locations

4555 Lake Forest Drive, Suite 560, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coordinated Financial Planning, Inc. Cincinnati OH 07/2018 Present
Great American Cincinnati OH 05/2015 07/2017
University Of Cincinnati Cincinnati OH 09/2013 07/2018
  • 07/2018 → Present
    Coordinated Financial Planning, Inc.
    Cincinnati, OH
  • 05/2015 → 07/2017
    Great American
    Cincinnati, OH
  • 09/2013 → 07/2018
    University Of Cincinnati
    Cincinnati, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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