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Kevin Charles Coombe

MEMBERS CAPITAL ADVISORS, INC.·MADISON, Wisconsin
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5910 MINERAL POINT RD, MADISON, WI 53705CRD# 7445747Firm CRD# 105960
01

About

Kevin Charles Coombe is a registered financial advisor based in MADISON, Wisconsin, affiliated with MEMBERS CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MEMBERS CAPITAL ADVISORS, INC.
TRUSTAGE INVESTMENT MANAGEMENT
AUM
$35.5B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at MEMBERS CAPITAL ADVISORS, INC. →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEE FROM AFFILIATES.
Regulatory
SEC/IARD CRD# 7445747
Firm CRD# 105960
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Charles Coombe offer?
Kevin Charles Coombe specializes in Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Kevin Charles Coombe's credentials?
Kevin Charles Coombe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Coombe located?
Kevin Charles Coombe is based in MADISON, Wisconsin, working with MEMBERS CAPITAL ADVISORS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Kevin Charles Coombe charge for services?
Kevin Charles Coombe's firm is compensated through percentage of aum, subscription fees, other: fee from affiliates.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEMBERS CAPITAL ADVISORS, INC.?
MEMBERS CAPITAL ADVISORS, INC. has approximately 64 employees and manages $35.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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