DF
David M. Fesmire
COORDINATED WEALTH MANAGEMENT, L.L.C.
Hendersonville, TN 37075
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CRD#: 5408510
DF
Professional summary
David Michael Fesmire SR. is a registered financial advisor currently at COORDINATED WEALTH MANAGEMENT, L.L.C. located in Hendersonville, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
COVERAGE SOLUTIONS GROUP LLC; NOT INVESTMENT-RELATED; 111 BLUEGRASS CIRCLE, HENDERSONVILLE, TN 37075; LIFE & HEALTH INSURANCE AGENCY; OWNER; STARTED 01/2002; APPROXIMATELY 25 HRS/MONTH, ALL DURING SECURITIES TRADING HOURS; EMPLOYEE BENEFIT CONSULTANT / BROKER.
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Fesmire SR.'s 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®
NoneExperience
Current
October 1, 2007 - Present
COORDINATED WEALTH MANAGEMENT, L.L.C.
Office #1: 100 Bluegrass Commons Boulevard Suite 2390, Hendersonville, TN 37075RIA
CRD#: 141348
Hendersonville, TN
Past
May 18, 2016 - March 30, 2020
COVERAGE SOLUTIONS GROUP
RIA
CRD#: 166862
HENDERSONVILLE, TN
Past
April 30, 2013 - December 31, 2015
COVERAGE SOLUTIONS GROUP
RIA
CRD#: 166862
HENDERSONVILLE, TN
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".
CW
COORDINATED WEALTH MANAGEMENT, L.L.C.
COORDINATED WEALTH MANAGEMENT, L.L.C. | COORDINATED WEALTH MANGEMENT, L.L.C.
CRD#: 141348 / SEC#: 801-132227
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)Kentucky
Registered Investment Advisory firm - (3/28/2025 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2025 Terminated)New Jersey
Registered Investment Advisory firm - (6/2/2010 Terminated)Tennessee
Registered Investment Advisory firm - (3/28/2025 Terminated)Texas
Registered Investment Advisory firm - (10/28/2020 Terminated)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
Tennessee(10/1/2007)
Current Firm
CW
COORDINATED WEALTH MANAGEMENT, L.L.C.
COORDINATED WEALTH MANAGEMENT, L.L.C. | COORDINATED WEALTH MANGEMENT, L.L.C.
CRD#: 141348 / SEC#: 801-132227
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)Kentucky
Registered Investment Advisory firm - (3/28/2025 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2025 Terminated)New Jersey
Registered Investment Advisory firm - (6/2/2010 Terminated)Tennessee
Registered Investment Advisory firm - (3/28/2025 Terminated)Texas
Registered Investment Advisory firm - (10/28/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Bluegrass Commons Boulevard Suite 2390, Hendersonville, TN 37075
Mailing Address
Phone number
(615) 369-0738
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 104,591,294 |
Red Flags
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