Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc. (CRD# 14762) is a financial advisory firm headquartered in Fort Atkinson, WI. They manage $232,496,128 in 534 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $435,386
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IN, KY, MN, NC, OH, SC, TN, TX, WI

Financial Advisors at Coordinated Capital Securities, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Corrine A. Bultman
CRD#: 4696038
13625 Bishops Dr, Ste 100, Brookfield, WI 53005

Corrine Bultman (CRD# 4696038) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Brookfield, WI and has over 20 years of experience in the finance industry.

2
Ralph D. Bultman
CRD#: 1935702
13625 Bishops Dr, Ste 100, Brookfield, WI 53005

Ralph Bultman (CRD# 1935702) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Brookfield, WI and has over 34 years of experience in the finance industry.

3
Edward M. Burnett
CRD#: 5673053
2315 30th Avenue, Kenosha, WI 53144

Edward Burnett (CRD# 5673053) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 14 years of experience in the finance industry.

4
David L. Christensen
CRD#: 4570838
La Crosse, WI

David Christensen (CRD# 4570838) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in La Crosse, WI and has over 23 years of experience in the finance industry.

5
Martin B. Dressman
CRD#: 4247403
Cincinnati, OH

Martin Dressman (CRD# 4247403) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Cincinnati, OH and has over 23 years of experience in the finance industry.

6
Andrew T. King
CRD#: 1517044
958 Liberty Drive, Suite 205, Verona, WI 53593

Andrew King (CRD# 1517044) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Verona, WI and has over 37 years of experience in the finance industry.

7
Michael M. Koscinski
CRD#: 2395523
16145 W National Ave, New Berlin, WI 53151

Michael Koscinski (CRD# 2395523) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in New Berlin, WI and has over 30 years of experience in the finance industry.

8
Dale R. Meyer
CRD#: 1237623
1250 Femrite Dr. Suite 102, Monona, WI 53716

Dale Meyer (CRD# 1237623) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Monona, WI and has over 40 years of experience in the finance industry.

9
Easton D. Miller
CRD#: 6893606
29222 Rancho Viejo Rd, Suite 119, San Juan Capistrano, CA 92675

Easton Miller (CRD# 6893606) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in San Juan Capistrano, CA and has over 5 years of experience in the finance industry.

10
Peter T. Mooney
CRD#: 848627
1900 S. Harbor City Blvd., Suite #341, Melbourne, FL 32901

Peter Mooney (CRD# 848627) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Melbourne, FL and has over 24 years of experience in the finance industry.

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