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.
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.
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.