COORDINATED FINANCIAL PLANNING CORP
CRD #105143 SEC #801-19769 CINCINNATI, OH 513-769-3131
SEC Registered
Total AUM
$289.9M
Discretionary
$272.2M
Employees
5
Clients
251
Accounts
1,602
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BARTO, KEVIN, J. | I | OFFICE ADMINISTRATOR | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | SENIOR FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | SENIOR FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | SENIOR FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | SENIOR FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | SENIOR FINANCIAL PLANNER | NA | |
| BEAMER, MATTHEW, BUD | I | SENIOR FINANCIAL PLANNER | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| BENZ, BETHANN | I | OFFICE ADMINISTRATOR | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| KREMER, JUSTIN, MICHAEL | I | DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | NA | |
| KREMER, JUSTIN, MICHAEL | I | DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | NA | |
| KREMER, JUSTIN, MICHAEL | I | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | NA | |
| KREMER, JUSTIN, MICHAEL | I | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | NA | |
| KREMER, JUSTIN, MICHAEL | I | DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | NA | |
| KREMER, JUSTIN, MICHAEL | I | DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING | NA | |
| KREMER, JUSTIN, MICHAEL | I | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; FINANCIAL PLANNER | NA | |
| KREMER, JUSTIN, MICHAEL | I | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; FINANCIAL PLANNER | NA | |
| KREMER, JUSTIN, MICHAEL | I | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; FINANCIAL PLANNER | NA | |
| KREMER, JUSTIN, MICHAEL | I | ATTORNEY & DIRECTOR OF LEGAL RESEARCH, TAX & ESTATE PLANNING; FINANCIAL PLANNER | NA | |
| PELFREY, SCOTT | I | FINANCIAL PLANNER | NA | |
| PELFREY, SCOTT | I | FINANCIAL PLANNER | NA | |
| PELFREY, SCOTT | I | FINANCIAL PLANNER | NA | |
| PELFREY, SCOTT | I | FINANCIAL PLANNER | NA | |
| PELFREY, SCOTT | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERIN, JOSEPH, T. | I | FINANCIAL PLANNER | NA | |
| PERRIN, JR., STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, JR., STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | FINANCIAL PLANNER | NA | |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| PERRIN, STEPHEN, H. | I | VICE PRESIDENT / FINANCIAL PLANNER | NA | Control |
| Perin, Joseph, T. | I | FINANCIAL PLANNER | NA | |
| Perin, Joseph, T. | I | FINANCIAL PLANNER | NA | |
| WRIGHT, BENSON, R | I | IT MANAGER | NA | |
| WRIGHT, BENSON, R | I | IT MANAGER | NA | |
| WRIGHT, BENSON, R | I | IT MANAGER | NA | |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | PRESIDENT | E | Control |
| PERRIN, STEPHEN, HERBERT | I | PRESIDENT | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | PRESIDENT | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PERRIN, STEPHEN, HERBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (8)
FL IN KY NY OH SC TN TX
Address
4555 LAKE FOREST DRIVE #560CINCINNATI, OH 45242
United States
Phone: 513-769-3131