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Tracy Naioma Williams

COORDINATED CAPITAL SECURITIES, INC.·FORT ATKINSON, Wisconsin
Unclaimed Profile
229 S MAIN STREET, FORT ATKINSON, WI 53538CRD# 4533496Firm CRD# 14762
01

About

Tracy Naioma Williams is a registered financial advisor based in FORT ATKINSON, Wisconsin, affiliated with COORDINATED CAPITAL SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COORDINATED CAPITAL SECURITIES, INC.
COORDINATED CAPITAL SECURITIES, INC.
AUM
$146M
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at COORDINATED CAPITAL SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4533496
Firm CRD# 14762
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracy Naioma Williams offer?
Tracy Naioma Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT ATKINSON, Wisconsin for a consultation.
What are Tracy Naioma Williams's credentials?
Tracy Naioma Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Naioma Williams located?
Tracy Naioma 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 Tracy Naioma Williams charge for services?
Tracy Naioma 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 in FORT ATKINSON
Richard Alan Meier — R. MEIER, INC.Mark Alan Meier — R. MEIER, INC.Elizabeth L Meier — R. MEIER, INC.Mari Jo Buechner — COORDINATED CAPITAL SECURITIES, INC.Donna Jean Peters — COORDINATED CAPITAL SECURITIES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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