AdFi
BE

Bradly Edward Potter

Investment Adviser Representative at COORDINATED CAPITAL SECURITIES, INC.

Kenosha, WICRD #5081627Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
4 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaIllinoisNevadaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/1/2019
Series 7
General Securities Representative Examination
Passed 1/15/2019
SIE
Securities Industry Essentials Examination
Passed 11/26/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Coordinated Capital Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COORDINATED CAPITAL SECURITIES, INC.Current
3/1/2021Kenosha, WI
HOPPE & ORENDORFF, S.C.
2/9/200612/31/2007Kenosha, WI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at COORDINATED CAPITAL SECURITIES, INC.

Showing 12 of 16 in the directory

View COORDINATED CAPITAL SECURITIES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradly Edward Potter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.