Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc. (CRD# 14762) is a financial advisory firm headquartered in Madison, WI. They manage $88,278,433 in 247 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $357,403
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, KS, KY, MN, MO, NC, NM, OH, TN, TX, VA, WI, WV

Financial Advisors at Coordinated Capital Securities, Inc.
Showing 1 - 10 of 41 top financial advisors.
1
David L. Christensen
CRD#: 4570838
La Crosse, WI
96
Wealthminder
score

David Christensen (CRD# 4570838) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in La Crosse, WI and has over 16 years of experience in the finance industry. David Christensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter T. Mooney
CRD#: 848627
100 Rialto Place, Suite 713, Melbourne, FL 32901
96
Wealthminder
score

Peter Mooney (CRD# 848627) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Melbourne, FL and has over 16 years of experience in the finance industry. Peter Mooney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason M. Nelson
CRD#: 3069330
11311 Cornell Park Drive, Cornell Center Ste. 114, Cincinnati, OH 45242
96
Wealthminder
score

Jason Nelson (CRD# 3069330) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry. Jason Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory B. Schaeffer
CRD#: 1018654
2315 30th Avenue, Kenosha, WI 53144
96
Wealthminder
score

Gregory Schaeffer (CRD# 1018654) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 33 years of experience in the finance industry.

5
Larry B. Smith
CRD#: 428204
San Clemente, CA
96
Wealthminder
score

Larry Smith (CRD# 428204) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in San Clemente, CA and has over 31 years of experience in the finance industry. Larry Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Charles R. Stephan
CRD#: 1540581
10850 Pearl Road #d1, Strongsville, OH 44136
96
Wealthminder
score

Charles Stephan (CRD# 1540581) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Strongsville, OH and has over 19 years of experience in the finance industry.

7
Vijai K. Verma
CRD#: 1422587
1752 Windsor Rd, Suite 106, Loves Park, IL 61111
96
Wealthminder
score

Vijai Verma (CRD# 1422587) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Loves Park, IL and has over 28 years of experience in the finance industry. Vijai Verma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Keith A. Berry
CRD#: 2979766
N19 W24200 Riverwood Dr, Suite 140, Waukesha, WI 53188
93
Wealthminder
score

Keith Berry (CRD# 2979766) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Waukesha, WI and has over 18 years of experience in the finance industry.

9
Corrine A. Bultman
CRD#: 4696038
13625 Bishops Dr, Ste 100, Brookfield, WI 53005
93
Wealthminder
score

Corrine Bultman (CRD# 4696038) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Brookfield, WI and has over 12 years of experience in the finance industry.

10
Ralph D. Bultman
CRD#: 1935702
13625 Bishops Dr, Ste 100, Brookfield, WI 53005
93
Wealthminder
score

Ralph Bultman (CRD# 1935702) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Brookfield, WI and has over 27 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.