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COORDINATED CAPITAL SECURITIES, INC.
CRD 14762 · SEC 801-111070
229 S MAIN STREET, FORT ATKINSON, WI, 53538, United States
Phone
608-221-4545
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.9M
Discretionary AUM
$78.2M
Team
38 total employees; 20 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $65.5M |
| High net worth individuals | 43 | $94.4M |
States served
AZ, CA, CO, IN, KY, MI, NV, NC, OH, OR, PA, SC, TN, WI, TX, FL
All web addresses on file
- HTTPS://WWW.MDRESSMANCPA.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/COORDINATED-CAPITAL-SECURITIES-INC./ABOUT/
- HTTPS://WWW.LINKEDIN.COM/IN/WILLIAM-WADDLE-RICP%C2%AE-591B68123/
- HTTPS://THESCHAEFFERGROUPLLC.COM/
- HTTPS://WWW.LINKEDIN.COM/IN/EDBURNETT/
- HTTPS://WWW.LINKEDIN.COM/IN/COORDINATED-CAPITAL-SECURITIES-INC-COMPLIANCE-DEPARTMENT-A42BB46/
- HTTPS://WWW.CCSMADISON.COM
- HTTPS://WWW.FACEBOOK.COM/COORDINATEDCAPITAL
- HTTPS://WWW.LINKEDIN.COM/IN/MARK-SALERNO-175A6A85/
- HTTPS://WWW.LINKEDIN.COM/IN/MARTIN-DRESSMAN-A5297A11/
- HTTPS://WWW.LINKEDIN.COM/IN/TELLEZ-BAKER/
- HTTPS://WWW.FACEBOOK.COM/SCHAEFFERGROUP/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/THESCHAEFFERGROUPLLC/
- HTTPS://MEYERFINANCIAL.COM/
Official SEC filing: View on IAPD