Chief Executive Officer, President · Coordinated Capital Securities, Inc.
Mari Jo Buechner
CRD 1867710 · Named on Form ADV at one SEC-registered adviser
At a glance
Coordinated Capital Securities, Inc., an SEC-registered broker-dealer firm based in Fort Atkinson, WI with $137 million in regulatory assets, lists Mari Jo Buechner on its Form ADV as Chief Executive Officer, President, a control person.
Firms and roles
- Coordinated Capital Securities, Inc.Chief Executive Officer, PresidentBroker-dealer firm · Fort Atkinson, WI · $137M in regulatory assets
AtlasMembers
Mari’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Tracy Naioma WilliamsVice President, Coordinated Capital Securities, Inc.
- Sara Danielle WilliamsChief Compliance Officer, Coordinated Capital Securities, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mari’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.