Unclaimed Profile

Donna Jean Peters

COORDINATED CAPITAL SECURITIES, INC.·FORT ATKINSON, Wisconsin

SIE, Series 7, Series 24, Series 63, Series 99TO38 years registeredCOORDINATED CAPITAL SECURITIES, INC.

229 S MAIN STREET, FORT ATKINSON, WI 53538CRD# 1191243Firm CRD# 14762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Jean Peters · FORT ATKINSON, WI

Registration

CRD #1191243 · COORDINATED CAPITAL SECURITIES, INC. · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COORDINATED CAPITAL SECURITIES, INC.

COORDINATED CAPITAL SECURITIES, INC.

Apr 1988 – Aug 2023

FORT ATKINSON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · April 19, 1988

Years registered · 38

Disclosure History

1970Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COORDINATED CAPITAL SECURITIES, INC.

CRD 14762 · SEC 801-111070

AUM

$146M

Regulatory assets under management

Employees

236 client accounts

Services offered by COORDINATED CAPITAL SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COORDINATED CAPITAL SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Donna Jean Peters offer?

Donna Jean Peters specializes in Financial Planning, Investment Management, Wealth Management.

What are Donna Jean Peters's credentials?

Donna Jean Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Jean Peters located?

Donna Jean Peters is based in FORT ATKINSON, Wisconsin, last registered with COORDINATED CAPITAL SECURITIES, INC..

How does Donna Jean Peters charge for services?

Donna Jean Peters's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COORDINATED CAPITAL SECURITIES, INC.?

COORDINATED CAPITAL SECURITIES, INC. has approximately 45 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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