COORDINATED CAPITAL SECURITIES, INC.

FORT ATKINSON, Wisconsin·4 registered advisors·CRD# 14762
SEC# 801-11107015608-221-4545
01

Firm Overview

AUM
$146M
Regulatory assets under management
Employees
45
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COORDINATED CAPITAL SECURITIES, INC.

4 registered advisors
Donna Jean Peters
FORT ATKINSON, Wisconsin
Mari Jo Buechner
FORT ATKINSON, Wisconsin
Sara Danielle Williams
FORT ATKINSON, Wisconsin
Tracy Naioma Williams
FORT ATKINSON, Wisconsin
05

Office Locations

FORT ATKINSON, Wisconsin
4 advisors

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Data sourced from SEC Form ADV filings. COORDINATED CAPITAL SECURITIES, INC. (CRD# 14762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.