Stephen H. Perrin

COORDINATED FINANCIAL PLANNING CORP

Cincinnati, OH 45242

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CRD#: 4347386

Professional summary

Stephen Herbert Perrin JR., CFP®, who also goes by Stephen H. Perrin Jr., Stephen H. Perrin, Stephen H. Perrin, Jr., is a registered financial advisor currently at COORDINATED FINANCIAL PLANNING CORP located in Cincinnati, Ohio.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephen has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen H. Perrin Jr. | Stephen H. Perrin | Stephen H. Perrin, Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Herbert Perrin JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

February 17, 2023 - Present

COORDINATED FINANCIAL PLANNING CORP

Office #1: 4555 Lake Forest Drive, Suite 560, Cincinnati, OH 45242

RIA

CRD#: 105143

Cincinnati, OH

Past

March 8, 2005 - June 29, 2011

OSAIC FS, INC.

CRD#: 3870

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COORDINATED FINANCIAL PLANNING CORP

CRD#: 105143 / SEC#: 801-19769

RIA

Registered Investment Advisory firm - (9/19/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/17/2023)

IAR

Texas
(12/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 3/7/2005

General Securities Representative Examination

Current Firm

COORDINATED FINANCIAL PLANNING CORP

CRD#: 105143 / SEC#: 801-19769

RIA

Registered Investment Advisory firm - (9/19/1983 Approved)

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Contact information

Main Address

4555 Lake Forest Drive #560, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 769-3131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFP ADV 2A MARCH 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,602
AUM (Assets Under Management)	$ 289,889,408

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen H. Perrin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Herbert Perrin JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

COORDINATED FINANCIAL PLANNING CORP

OSAIC FS, INC.

Primary Firm SEC Registration

COORDINATED FINANCIAL PLANNING CORP

State Registrations and Notice Filings

Exams

Series 7

Date: 3/7/2005

Current Firm

COORDINATED FINANCIAL PLANNING CORP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COORDINATED FINANCIAL PLANNING CORP

TRUST BUT VERIFY

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