Coordinated Capital Securities, Inc.
Firm details
- Headquarters
- Fort Atkinson, Wisconsin
- CRD number
- 14762
- Registered since
- August 31, 2017
- Website
- www.ccsmadison.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.14%
- Individuals35.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Coordinated Capital Securities, Inc. is a corporation that operates primarily as an independent broker-dealer and qualified custodian. The firm engages in both brokerage and insurance brokerage activities while also offering advisory services such as financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. It states a client focus on individuals and families and uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees. The firm registered with the SEC in 2017 and identifies as a capital allocator that places assets with third-party managers; it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
2 of 2
Corrine Bultman
President And CEOCRD 4696038
Sara Williams
Chief Compliance OfficerCRD 5460513
Contacts
3 of 28
Drew Williams
Operations PrincipalCRD 6483192
Martin Dressman
OwnerCRD 4247403
Edward Burnett
Vice PresidentCRD 5673053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Atkinson, WI
Jefferson
Location
Fort Atkinson, WI
Headquartered in Fort Atkinson, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Jefferson
- Address
- 229 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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