Gregory Schaeffer, financial advisor Kenosha WI

Gregory Schaeffer

CRD Number: 1018654
Current Firm: Coordinated Capital Securities, Inc.

Gregory Schaeffer (CRD# 1018654) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Equity Services, Inc. Chicago, IL Feb 1999 - Current 23
National Life Of Vermont Montpeller, VT Oct 1998 - Current 23
Coordinated Capital Securities, Inc. Kenosha, WI Sep 1990 - Current 31
Norma Merz & Assoc. Brookfield, WI Apr 1982 - Current 40
Schaeffer Insurance & Assoc Kenosha, WI Jan 1981 - Current 41
Life Inestors Cedar Rapids, IA Jan 1979 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for Gregory B. Schaeffer
Phone Number: 608-221-4545
Firm Website:
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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