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
Melissa Mooneydomingue (CRD# 2801016) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Melbourne, FL and has over 5 years of experience in the finance industry.
Randal Sadler (CRD# 1630255) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry.
Gregory Schaeffer (CRD# 1018654) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 41 years of experience in the finance industry.
Larry Smith (CRD# 428204) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in San Juan Capistrano, CA and has over 38 years of experience in the finance industry.
Charles Stephan (CRD# 1540581) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Strongsville, OH and has over 26 years of experience in the finance industry.
Bradly Potter (CRD# 5081627) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 5 years of experience in the finance industry.
Mark Salerno (CRD# 1426851) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 5 years of experience in the finance industry.
William Waddle (CRD# 6398131) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 9 years of experience in the finance industry.
Drew Williams (CRD# 6483192) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Fort Atkinson, WI and has over 2 years of experience in the finance industry.
Sara Williams (CRD# 5460513) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Fort Atkinson, WI and has over 5 years of experience in the finance industry.