Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc.

Financial Services Fort Atkinson, Wisconsin, United States 6 employees
Employees
6
Contacts
2
Emails
2
Phones
1

Coordinated Capital Securities, Inc. Overview

Headquarters
Fort Atkinson, Wisconsin, United States
Phone Number
Available in AeroLeads
Website
ccsmadison.com
Industry
Financial Services
Employees
6
Founded
1984
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc. is an independent broker dealer and federally registered investment advisor specializing in supporting our Financial Professionals and the clients they serve. As a privately-held company we understand the value of individualized service. By design we are a small firm intent on establishing long-term relationships. We provide the business-building tools to help develop and grow your practice with flexibility and independence. Our Mission: Provide the tools, support and personalized service that our FP's need to make their business a success through strong leadership, industry expertise, competitive products and services and a long-term commitment to our FP's, our model and this industry. Our Background: Founded in 1984, CCS is a small boutique broker dealer and investment advisor in Fort Atkinson, WI. We offer mutual funds, variable insurance products, alternative investments and fully disclosed brokerage transactions through our clearing firm. We also offer a full complement of investment advisory products and services. Our Financial Professionals: CCS started with just a handful of reps. Although we have grown since our inception, our goal is not to create a large firm. At CCS, we've created a small firm culture that puts individualized service first and focuses on building long-term relationships.

Coordinated Capital Securities, Inc. Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Coordinated Capital Securities, Inc. Org Chart

Sample employees and titles
Name Title Contact
Coordinated Capital Securities, Inc.- Compliance Department Compliance Department
Email
Mari Buechner President, Chief Executive Officer
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 2
Legal 1 1 0
General 1 1 0

Compare Similar Companies to Coordinated Capital Securities, Inc.