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).
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Total Assets Under Management232MILLION
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Total Number of Accounts534ACCOUNTS
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Average Account Value$435,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AZ, CA, CO, FL, IN, KY, MN, NC, OH, SC, TN, TX, WI
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.
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.
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.
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. 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.
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.
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. Andrew King 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.
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.
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.
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.
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. 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.