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
- HNWI59.05%
- Individuals40.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Coordinated Capital Securities, Inc. operates as an independent broker-dealer and insurance broker that also provides advisory services to individuals and families. The firm is organized as a corporation, is SEC-registered (2017), and identifies itself as a capital allocator. Its advisory capabilities include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements shown include percentage-of-AUM, hourly charges, and fixed fees. The firm does not position itself as an 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 Equities50%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
2 of 2CORRINE BULTMAN
President and CEOCRD 4696038
SARA WILLIAMS
Chief Compliance OfficerCRD 5460513
Contacts
3 of 28DREW 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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