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Sara Danielle Williams

COORDINATED CAPITAL SECURITIES, INC.·FORT ATKINSON, Wisconsin
SIE, Series 4, Series 7, Series 11, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record4 years registeredCOORDINATED CAPITAL SECURITIES, INC.
229 S MAIN STREET, FORT ATKINSON, WI 53538CRD# 5460513Firm CRD# 14762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sara Danielle Williams · FORT ATKINSON, WI
Registration
CRD #5460513 · COORDINATED CAPITAL SECURITIES, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

COORDINATED CAPITAL SECURITIES, INC.
Aug 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 11
Series 24
Series 52TO
Series 53
Series 63
Series 66
Series 99TO
Registration record
First registered · August 12, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COORDINATED CAPITAL SECURITIES, INC.
CRD 14762 · SEC 801-111070
AUM
$146M
Regulatory assets under management
Employees
45
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 Sara Danielle Williams offer?
Sara Danielle Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT ATKINSON, Wisconsin for a consultation.
What are Sara Danielle Williams's credentials?
Sara Danielle Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Danielle Williams located?
Sara Danielle Williams is based in FORT ATKINSON, Wisconsin, working with COORDINATED CAPITAL SECURITIES, INC.. Their office serves clients in the FORT ATKINSON metropolitan area and surrounding communities.
How does Sara Danielle Williams charge for services?
Sara Danielle Williams'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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Other Advisors at COORDINATED CAPITAL SECURITIES, INC.

Tracy Naioma Williams
FORT ATKINSON, WI
Donna Jean Peters
FORT ATKINSON, WI
Mari Jo Buechner
FORT ATKINSON, WI

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